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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
101
Means Investment Company
Maine
$478K -$6.38K -105 -1%
AL
102
Aspiriant LLC
California
$472K +$517K +8,500 New
AWM
103
Avior Wealth Management
Nebraska
$471K -$56K -921 -10%
SI
104
SimpliFi Inc
California
$461K +$18.3K +301 +4%
SWP
105
Stratos Wealth Partners
Ohio
$457K -$5.77K -95 -1%
HighTower Advisors
106
HighTower Advisors
Illinois
$444K -$132K -2,173 -21%
FCA
107
FinTrust Capital Advisors
South Carolina
$442K +$77.7K +1,279 +20%
OIA
108
OneDigital Investment Advisors
Kansas
$439K +$247K +4,064 +105%
VA
109
Valmark Advisers
Ohio
$427K +$14.7K +242 +3%
CA
110
Cetera Advisors
Colorado
$419K +$57.1K +940 +14%
TPA
111
Trivium Point Advisory
Connecticut
$417K +$972 +16 +0.2%
WEG
112
World Equity Group
Illinois
$409K -$5.04K -83 -1%
CCFM
113
Clear Creek Financial Management
Washington
$405K -$10.4K -171 -2%
FAM
114
Forte Asset Management
New York
$405K +$4.01K +66 +0.9%
SBL
115
Sargent Bickham Lagudis
Colorado
$394K – – –
HI
116
Harbour Investments
Wisconsin
$385K – – –
SWM
117
Sugarloaf Wealth Management
Georgia
$385K +$24.9K +409 +6%
BJL
118
Brighton Jones LLC
Washington
$381K -$28.8K -474 -6%
FSG
119
Financial Strategies Group
Michigan
$381K +$49.4K +813 +13%
KWM
120
Keebeck Wealth Management
Illinois
$379K -$8.45K -139 -2%
JWA
121
JFS Wealth Advisors
Pennsylvania
$379K +$3.95K +65 +1%
MCIA
122
Mountain Capital Investment Advisors
Colorado
$379K +$23.6K +388 +6%
HFA
123
High Falls Advisors
New York
$378K -$29.2K -481 -7%
DP
124
Divergent Planning
Maryland
$377K -$2.13K -35 -0.5%
Truist Financial
125
Truist Financial
North Carolina
$377K +$414K +6,808 New