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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Insight Advisors
Pennsylvania
$1.01M -$17.2K -220 -2%
GFM
102
GEN Financial Management
Minnesota
$1M +$1.03M +13,087 New
WIA
103
Wealthedge Investment Advisors
New York
$1M +$1.02M +13,070 New
UCFA
104
United Capital Financial Advisors
Texas
$993K +$82.9K +1,059 +9%
LPAM
105
Lodestar Private Asset Management
California
$965K +$103K +1,309 +12%
MAM
106
Mainsail Asset Management
Alabama
$953K -$47.9K -611 -5%
NAS
107
Nicolet Advisory Services
Wisconsin
$909K -$29.4K -375 -3%
CCFM
108
Clear Creek Financial Management
Washington
$899K -$45.5K -581 -5%
DT
109
Diversified Trust
Tennessee
$876K -$12.3K -157 -1%
HFA
110
High Falls Advisors
New York
$824K +$55.6K +710 +7%
WC
111
Waterloo Capital
Texas
$807K -$347K -4,427 -30%
ASN
112
Advisory Services Network
Georgia
$806K +$341K +4,350 +70%
SPIA
113
Steward Partners Investment Advisory
New York
$773K +$123K +1,568 +18%
AWM
114
Avior Wealth Management
Nebraska
$772K -$157 -2 -0%
IWC
115
Integrated Wealth Concepts
Massachusetts
$762K +$358K +4,567 +85%
SFGP
116
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$756K +$773K +9,870 New
HighTower Advisors
117
HighTower Advisors
Illinois
$743K +$2.35K +30 +0.3%
VA
118
Valmark Advisers
Ohio
$727K -$548 -7 -0.1%
EA
119
Efficient Advisors
Ohio
$704K -$69.5K -888 -9%
IAS
120
IMA Advisory Services
Colorado
$692K +$734K +9,369 New
W
121
Wealthquest
Ohio
$682K -$8.77K -112 -1%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$681K -$10.2K -130 -1%
MW
123
Maia Wealth
Colorado
$679K +$42.5K +542 +7%
SC
124
Savant Capital
Illinois
$672K +$418K +5,338 +155%
CCA
125
Cypress Capital Advisors
Tennessee
$669K +$684K +8,739 New