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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
101
Per Stirling Capital Management
Texas
$1.32M +$99.5K +1,117 +8%
UCFA
102
United Capital Financial Advisors
Texas
$1.32M +$23.6K +265 +2%
WFAG
103
Worth Financial Advisory Group
North Carolina
$1.3M +$18.3K +205 +1%
SWP
104
Sagespring Wealth Partners
Tennessee
$1.29M +$15.3K +172 +1%
PWM
105
Prentice Wealth Management
New York
$1.28M +$197K +2,217 +18%
BPWM
106
Badgley Phelps Wealth Managers
Washington
$1.25M -$10.2K -115 -0.8%
MAM
107
Mainsail Asset Management
Alabama
$1.2M +$11.3K +127 +1%
SL
108
Sentinus LLC
Illinois
$1.2M +$306K +3,438 +35%
AL
109
Aspiriant LLC
California
$1.18M +$36.4K +409 +3%
NAS
110
Nicolet Advisory Services
Wisconsin
$1.15M +$3.47K +39 +0.3%
SWP
111
Stratos Wealth Partners
Ohio
$1.13M +$27K +303 +2%
CPG
112
Cornerstone Planning Group
New Jersey
$1.12M -$210K -2,353 -16%
BWP
113
BlueStem Wealth Partners
Minnesota
$1.12M +$22.7K +255 +2%
TWM
114
Thryve Wealth Management
Texas
$1.07M +$1.07M +11,979 New
CIA
115
Concurrent Investment Advisors
Florida
$1.05M +$21K +236 +2%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$1.04M -$29.6K -333 -3%
MIAS
117
Mason Investment Advisory Services
Virginia
$1.03M +$490K +5,500 +92%
AIM
118
Acropolis Investment Management
Missouri
$1.01M +$7.12K +80 +0.7%
DT
119
Diversified Trust
Tennessee
$988K +$45.7K +513 +5%
HFA
120
High Falls Advisors
New York
$986K -$45.1K -506 -4%
WEG
121
World Equity Group
Illinois
$969K -$135K -1,517 -12%
SFGP
122
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$947K +$59.5K +668 +7%
SC
123
Savant Capital
Illinois
$945K -$1.35M -15,190 -59%
AFG
124
ABLE Financial Group
Arizona
$926K +$152K +1,704 +20%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$915K -$19.5K -219 -2%