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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$1.11M +$96.3K +1,009 +10%
IWS
127
Integrity Wealth Solutions
Colorado
$1.09M +$71.5K +749 +7%
DWM
128
Diversify Wealth Management
Utah
$1.09M +$107K +1,117 +11%
DAS
129
Diversify Advisory Services
Utah
$1.09M +$1.08M +11,337 New
SC
130
Savant Capital
Illinois
$1.09M -$536K -5,616 -34%
MLFP
131
MPS Loria Financial Planners
Illinois
$1.08M +$29.8K +312 +3%
WEG
132
World Equity Group
Illinois
$1.07M +$7.63K +80 +0.7%
BL
133
BCWM LLC
Kansas
$1.06M +$66.2K +694 +7%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$1.06M +$89.9K +942 +9%
SPIA
135
Steward Partners Investment Advisory
New York
$1.05M +$5.92K +62 +0.6%
SFGP
136
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.05M -$954 -10 -0.1%
MOS
137
MGO One Seven
Ohio
$985K +$112K +1,178 +13%
Lido Advisors
138
Lido Advisors
California
$973K -$25K -262 -3%
CWM
139
Clearview Wealth Management
California
$968K -$25.7K -269 -3%
EWA
140
EverSource Wealth Advisors
Alabama
$967K +$2.86K +30 +0.3%
MCA
141
Magnolia Capital Advisors
Mississippi
$960K +$155K +1,627 +20%
SI
142
Stash Investments
New York
$940K +$919K +9,635 New
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$934K +$335K +3,508 +58%
WFS
144
Weitzel Financial Services
Iowa
$928K +$83.9K +879 +10%
MWM
145
Meridian Wealth Management
Kentucky
$920K +$160K +1,678 +22%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$895K +$70.5K +739 +9%
GFM
147
GEN Financial Management
Minnesota
$885K -$38.6K -405 -4%
TPWA
148
TRUE Private Wealth Advisors
Oregon
$866K +$62.7K +657 +8%
AWM
149
Avior Wealth Management
Nebraska
$864K -$16.7K -175 -2%
MWM
150
Modera Wealth Management
New Jersey
$856K +$763 +8 +0.1%