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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$471K -$56K -921 -10%
SI
102
SimpliFi Inc
California
$461K +$18.3K +301 +4%
SWP
103
Stratos Wealth Partners
Ohio
$457K -$5.77K -95 -1%
HighTower Advisors
104
HighTower Advisors
Illinois
$444K -$132K -2,173 -21%
FCA
105
FinTrust Capital Advisors
South Carolina
$442K +$77.7K +1,279 +20%
OIA
106
OneDigital Investment Advisors
Kansas
$439K +$247K +4,064 +105%
VA
107
Valmark Advisers
Ohio
$427K +$14.7K +242 +3%
CA
108
Cetera Advisors
Colorado
$419K +$57.1K +940 +14%
TPA
109
Trivium Point Advisory
Connecticut
$417K +$972 +16 +0.2%
WEG
110
World Equity Group
Illinois
$409K -$5.04K -83 -1%
CCFM
111
Clear Creek Financial Management
Washington
$405K -$10.4K -171 -2%
FAM
112
Forte Asset Management
New York
$405K +$4.01K +66 +0.9%
SBL
113
Sargent Bickham Lagudis
Colorado
$394K
HI
114
Harbour Investments
Wisconsin
$385K
SWM
115
Sugarloaf Wealth Management
Georgia
$385K +$24.9K +409 +6%
BJL
116
Brighton Jones LLC
Washington
$381K -$28.8K -474 -6%
FSG
117
Financial Strategies Group
Michigan
$381K +$49.4K +813 +13%
KWM
118
Keebeck Wealth Management
Illinois
$379K -$8.45K -139 -2%
JWA
119
JFS Wealth Advisors
Pennsylvania
$379K +$3.95K +65 +1%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$379K +$23.6K +388 +6%
HFA
121
High Falls Advisors
New York
$378K -$29.2K -481 -7%
DP
122
Divergent Planning
Maryland
$377K -$2.13K -35 -0.5%
Truist Financial
123
Truist Financial
North Carolina
$377K +$414K +6,808 New
BSWM
124
Boston Standard Wealth Management
Massachusetts
$373K +$6.81K +112 +2%
OGF
125
Orin Green Financial
California
$344K -$2.07K -34 -0.5%