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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
326
Atomic Invest
New York
$118K – – –
NB
327
NBT Bank
New York
$111K +$106K +1,165 +1,294%
CAM
328
Clarity Asset Management
Iowa
$106K +$74K +812 +210%
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$104K +$48.7K +535 +83%
EWP
330
Elevation Wealth Partners
California
$104K -$3.01K -33 -3%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$102K – – –
MA
332
Montag & Associates
Georgia
$91.7K – – –
MG
333
Mather Group
Illinois
$88.5K +$91.1K +1,000 New
SIM
334
Synergy Investment Management
Florida
$88.5K +$91.1K +1,000 New
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$83.4K +$66.9K +734 +351%
SIS
336
Sound Income Strategies
Florida
$83.3K +$182 +2 +0.2%
ACA
337
American Capital Advisory
Idaho
$77.9K – – –
US Bancorp
338
US Bancorp
Minnesota
$77.6K -$35.6K -391 -31%
Citigroup
339
Citigroup
New York
$70.8K -$27.3K -300 -27%
SA
340
Strategic Advocates
Utah
$69.1K -$2.16M -23,727 -97%
CFG
341
CKW Financial Group
Hawaii
$69K +$638 +7 +0.9%
AF
342
Align Financial
Minnesota
$68.9K -$6.28M -68,949 -99%
HFS
343
Hantz Financial Services
Michigan
$66K +$68.1K +748 New
LWMI
344
Legacy Wealth Management (Idaho)
Idaho
$61.7K +$2.1K +23 +3%
WTA
345
Washington Trust Advisors
Massachusetts
$60.6K – – –
FFP
346
Frisco Financial Planning
Texas
$59.3K – – –
LFG
347
Larson Financial Group
Missouri
$54.1K -$34.3K -377 -38%
BA
348
Blueline Advisors
New Hampshire
$49K – – –
PP
349
Pacifica Partners
Canada
$45.9K +$47.3K +519 New
AWM
350
Activest Wealth Management
Florida
$44.2K – – –