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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
$298K +$1.57K +22 +0.5%
FAIM
127
Financial Advocates Investment Management
Washington
$272K +$7.34K +103 +3%
VWM
128
Vigilare Wealth Management
Arizona
$270K +$24.9K +349 +10%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$267K
RJA
130
Raymond James & Associates
Florida
$264K +$10.6K +149 +4%
BOPW
131
Brandywine Oak Private Wealth
Pennsylvania
$261K +$20.5K +288 +8%
CAS
132
Cascadia Advisory Services
Oregon
$261K +$23.6K +331 +10%
JCM
133
Jacobsen Capital Management
Utah
$256K -$783 -11 -0.3%
BWA
134
Beam Wealth Advisors
Louisiana
$255K +$260K +3,650 New
MWM
135
McNaughton Wealth Management
California
$252K -$2.06K -29 -0.8%
CA
136
CGN Advisors
Kansas
$250K +$855 +12 +0.3%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$248K +$23.9K +335 +10%
OIA
138
OneDigital Investment Advisors
Kansas
$240K -$202K -2,833 -45%
MOS
139
MGO One Seven
Ohio
$234K +$230K +3,231 New
HFA
140
High Falls Advisors
New York
$232K +$24.4K +342 +11%
GMA
141
Goldstein Munger & Associates
California
$226K
CPIG
142
Chicago Partners Investment Group
Illinois
$223K +$142 +2 +0.1%
SG
143
Strid Group
Pennsylvania
$222K
PCG
144
Private Capital Group
Connecticut
$214K -$39.9K -560 -15%
Truist Financial
145
Truist Financial
North Carolina
$212K -$17.1K -240 -7%
STA
146
Summit Trail Advisors
New York
$209K
IA
147
IFG Advisory
Georgia
$208K
CJA
148
C-J Advisory
California
$204K -$139K -1,945 -40%
RIA
149
Realta Investment Advisors
Delaware
$200K +$204K +2,866 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$193K +$41.3K +580 +27%