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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mission Wealth Management
California
$284K
MWM
127
McNaughton Wealth Management
California
$281K -$1.15M -17,390 -81%
FCA
128
FinTrust Capital Advisors
South Carolina
$274K +$57.7K +873 +27%
RA
129
RFG Advisory
Alabama
$269K +$21.3K +323 +9%
Lido Advisors
130
Lido Advisors
California
$269K +$53.3K +807 +25%
CSIA
131
Charles Schwab Investment Advisory
California
$269K +$266K +4,021 New
BOPW
132
Brandywine Oak Private Wealth
Pennsylvania
$262K -$40.7K -616 -14%
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$256K
IA
134
IFP Advisors
Florida
$255K -$97.5K -1,477 -28%
BJL
135
Brighton Jones LLC
Washington
$251K -$54.8K -829 -18%
PCG
136
Private Capital Group
Connecticut
$242K
PA
137
Paracle Advisors
Washington
$240K -$156K -2,355 -40%
JCM
138
Jacobsen Capital Management
Utah
$238K -$12.9K -195 -5%
CA
139
CGN Advisors
Kansas
$237K +$859 +13 +0.4%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$224K +$54.5K +825 +33%
OIA
141
OneDigital Investment Advisors
Kansas
$224K +$15.5K +235 +8%
CAS
142
Cascadia Advisory Services
Oregon
$221K +$218K +3,304 New
GMA
143
Goldstein Munger & Associates
California
$217K
SCM
144
Southport Capital Management
Tennessee
$216K -$9.44K -143 -4%
SG
145
Strid Group
Pennsylvania
$213K +$210K +3,185 New
CPIG
146
Chicago Partners Investment Group
Illinois
$212K +$201K +3,045 New
IA
147
IFG Advisory
Georgia
$210K +$208K +3,146 New
MML Investors Services
148
MML Investors Services
Massachusetts
$209K +$206K +3,122 New
FAIM
149
Financial Advocates Investment Management
Washington
$208K -$173K -2,623 -46%
VWM
150
Vigilare Wealth Management
Arizona
$205K +$202K +3,062 New