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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
101
Miracle Mile Advisors
California
$993K -$153K -1,966 -13%
MAM
102
Mainsail Asset Management
Alabama
$984K +$32.8K +421 +3%
LPAM
103
Lodestar Private Asset Management
California
$979K +$15.7K +201 +2%
NAS
104
Nicolet Advisory Services
Wisconsin
$940K +$76.9K +987 +8%
WIA
105
Wealthedge Investment Advisors
New York
$911K -$90.8K -1,166 -9%
DT
106
Diversified Trust
Tennessee
$879K +$3.97K +51 +0.4%
DAS
107
Dynamic Advisor Solutions
Arizona
$860K -$572K -7,346 -40%
GFM
108
GEN Financial Management
Minnesota
$854K -$150K -1,924 -15%
PWM
109
Prentice Wealth Management
New York
$823K +$838K +10,758 New
HFA
110
High Falls Advisors
New York
$819K -$4.52K -58 -0.5%
IA
111
Insight Advisors
Pennsylvania
$802K -$214K -2,741 -21%
AWM
112
Avior Wealth Management
Nebraska
$772K +$234 +3 +0%
SPIA
113
Steward Partners Investment Advisory
New York
$764K -$7.95K -102 -1%
CCFM
114
Clear Creek Financial Management
Washington
$751K -$149K -1,913 -16%
OIA
115
OneDigital Investment Advisors
Kansas
$747K +$156K +2,001 +26%
SFGP
116
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$742K -$12.8K -164 -2%
VA
117
Valmark Advisers
Ohio
$739K +$13.5K +173 +2%
EWA
118
EverSource Wealth Advisors
Alabama
$739K +$753K +9,659 New
SL
119
Sentinus LLC
Illinois
$732K +$83.1K +1,066 +13%
HighTower Advisors
120
HighTower Advisors
Illinois
$727K -$14.3K -184 -2%
WEG
121
World Equity Group
Illinois
$707K +$72.6K +932 +11%
IWC
122
Integrated Wealth Concepts
Massachusetts
$695K -$67.6K -868 -9%
IAS
123
IMA Advisory Services
Colorado
$689K -$2.73K -35 -0.4%
W
124
Wealthquest
Ohio
$681K
AF
125
Advisornet Financial
Minnesota
$675K +$7.87K +101 +1%