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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Clarity Asset Management
Iowa
$106K +$74K +812 +210%
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$104K +$48.7K +535 +83%
EWP
328
Elevation Wealth Partners
California
$104K -$3.01K -33 -3%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$102K
MA
330
Montag & Associates
Georgia
$91.7K
MG
331
Mather Group
Illinois
$88.5K +$91.1K +1,000 New
SIM
332
Synergy Investment Management
Florida
$88.5K +$91.1K +1,000 New
Qube Research & Technologies (QRT)
333
Qube Research & Technologies (QRT)
United Kingdom
$83.4K +$66.9K +734 +351%
SIS
334
Sound Income Strategies
Florida
$83.3K +$182 +2 +0.2%
ACA
335
American Capital Advisory
Idaho
$77.9K
US Bancorp
336
US Bancorp
Minnesota
$77.6K -$35.6K -391 -31%
Citigroup
337
Citigroup
New York
$70.8K -$27.3K -300 -27%
SA
338
Strategic Advocates
Utah
$69.1K -$2.16M -23,727 -97%
CFG
339
CKW Financial Group
Hawaii
$69K +$638 +7 +0.9%
AF
340
Align Financial
Minnesota
$68.9K -$6.28M -68,949 -99%
HFS
341
Hantz Financial Services
Michigan
$66K +$68.1K +748 New
LWMI
342
Legacy Wealth Management (Idaho)
Idaho
$61.7K +$2.1K +23 +3%
WTA
343
Washington Trust Advisors
Massachusetts
$60.6K
FFP
344
Frisco Financial Planning
Texas
$59.3K
LFG
345
Larson Financial Group
Missouri
$54.1K -$34.3K -377 -38%
BA
346
Blueline Advisors
New Hampshire
$49K
PP
347
Pacifica Partners
Canada
$45.9K +$47.3K +519 New
AWM
348
Activest Wealth Management
Florida
$44.2K
GI
349
GAMMA Investing
California
$43.8K
NWMP
350
Noble Wealth Management PBC
Colorado
$43.4K