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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$385K +$409K +6,429 New
MCIA
127
Mountain Capital Investment Advisors
Colorado
$384K +$80.8K +1,269 +25%
C1AG
128
Client 1st Advisory Group
Florida
$382K +$7K +110 +2%
OGF
129
Orin Green Financial
California
$373K +$5.6K +88 +1%
FSG
130
Financial Strategies Group
Michigan
$363K +$7.19K +113 +2%
TFA
131
TPG Financial Advisors
Oregon
$352K +$5.54K +87 +2%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$342K -$34.9K -548 -9%
MFGP
133
Marshall Financial Group (Pennsylvania)
Pennsylvania
$341K -$41.6K -653 -10%
CFA
134
Cahill Financial Advisors
Minnesota
$341K -$6.17K -97 -2%
WWG
135
West Wealth Group
California
$341K +$24.6K +386 +7%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$3.37K -53 -0.9%
CWM
137
Cornerstone Wealth Management
Missouri
$337K +$64 +1 +0%
SFA
138
Source Financial Advisors
New York
$335K +$133K +2,089 +60%
GFP
139
Guardian Financial Partners
California
$329K -$15.4K -242 -4%
MA
140
Mezzasalma Advisors
New Jersey
$328K -$2.55K -40 -0.7%
MFS
141
Madrona Financial Services
Washington
$325K -$470K -7,391 -58%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$325K +$29.5K +464 +9%
TPWA
143
TRUE Private Wealth Advisors
Oregon
$318K -$433K -6,810 -56%
GC
144
Gould Capital
Washington
$316K -$5.86K -92 -2%
JCM
145
Jacobsen Capital Management
Utah
$311K -$4.01K -63 -1%
AAP
146
Arax Advisory Partners
Colorado
$302K +$108K +1,691 +50%
BWM
147
BCGM Wealth Management
Indiana
$294K +$36.8K +578 +14%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$293K +$61K +958 +24%
SWA
149
Sax Wealth Advisors
New Jersey
$284K +$45.8K +720 +18%
GVAG
150
Great Valley Advisor Group
Delaware
$283K -$19.9K -312 -6%