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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
Wealthedge Investment Advisors
New York
$1.13M +$131K +1,680 +14%
PSCM
102
Per Stirling Capital Management
Texas
$1.13M +$40.3K +515 +4%
OIA
103
OneDigital Investment Advisors
Kansas
$1.13M +$293K +3,747 +38%
HighTower Advisors
104
HighTower Advisors
Illinois
$1.11M +$296K +3,790 +40%
MAM
105
Mainsail Asset Management
Alabama
$1.09M +$16.8K +215 +2%
SCM
106
Saxony Capital Management
Missouri
$1.09M +$721K +9,224 +241%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$1.07M -$48.6K -622 -5%
AL
108
Aspiriant LLC
California
$1.06M +$447K +5,710 +82%
NAS
109
Nicolet Advisory Services
Wisconsin
$1.04M -$36.9K -472 -4%
WEG
110
World Equity Group
Illinois
$1M +$219K +2,795 +30%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$998K +$254K +3,250 +37%
MMA
112
Miracle Mile Advisors
California
$995K -$81.8K -1,046 -8%
HFA
113
High Falls Advisors
New York
$952K +$55.6K +711 +7%
CIA
114
Concurrent Investment Advisors
Florida
$946K +$887K +11,337 New
SWP
115
Stratos Wealth Partners
Ohio
$927K +$216K +2,757 +33%
OCM
116
One Capital Management
California
$927K -$887K -11,339 -50%
PWM
117
Prentice Wealth Management
New York
$912K +$13.5K +173 +2%
IA
118
IFG Advisory
Georgia
$905K +$204K +2,609 +32%
MWM
119
Meridian Wealth Management
Kentucky
$888K +$833K +10,652 New
IAS
120
IMA Advisory Services
Colorado
$887K +$130K +1,667 +18%
AWM
121
Avior Wealth Management
Nebraska
$868K +$25.4K +325 +3%
BL
122
BCWM LLC
Kansas
$863K +$809K +10,350 New
MAWA
123
Moss Adams Wealth Advisors
Washington
$849K +$139K +1,777 +21%
SPIA
124
Steward Partners Investment Advisory
New York
$846K +$12K +153 +2%
DT
125
Diversified Trust
Tennessee
$838K -$113K -1,440 -13%