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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJA
126
C-J Advisory
California
$344K -$2.5K -36 -0.7%
TFO
127
Tarbox Family Office
California
$342K -$4.73K -68 -1%
RA
128
RFG Advisory
Alabama
$337K +$52.9K +760 +19%
CFGS
129
Concourse Financial Group Securities
Alabama
$334K +$15.7K +225 +5%
Lido Advisors
130
Lido Advisors
California
$304K +$20K +288 +7%
MWM
131
Mission Wealth Management
California
$300K +$487 +7 +0.2%
FCA
132
FinTrust Capital Advisors
South Carolina
$294K +$4.24K +61 +1%
IA
133
IFP Advisors
Florida
$292K +$22K +316 +8%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$271K
JCM
135
Jacobsen Capital Management
Utah
$260K +$8.28K +119 +3%
MWM
136
McNaughton Wealth Management
California
$257K -$38.7K -557 -13%
PCG
137
Private Capital Group
Connecticut
$256K +$765 +11 +0.3%
RJA
138
Raymond James & Associates
Florida
$256K +$252K +3,630 New
CA
139
CGN Advisors
Kansas
$252K +$2.16K +31 +0.9%
VWM
140
Vigilare Wealth Management
Arizona
$249K +$31.9K +459 +15%
Citigroup
141
Citigroup
New York
$244K -$62.5K -899 -21%
BOPW
142
Brandywine Oak Private Wealth
Pennsylvania
$244K -$32K -460 -12%
CAS
143
Cascadia Advisory Services
Oregon
$241K +$7.09K +102 +3%
Truist Financial
144
Truist Financial
North Carolina
$232K +$228K +3,280 New
GMA
145
Goldstein Munger & Associates
California
$229K
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$227K +$224K +3,217 New
SG
147
Strid Group
Pennsylvania
$223K
CPIG
148
Chicago Partners Investment Group
Illinois
$216K +$348 +5 +0.2%
OAP
149
One Advisory Partners
Kansas
$214K -$2.37K -34 -1%
STA
150
Summit Trail Advisors
New York
$212K