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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
$344K +$134K +2,200 +55%
SL
127
Sentinus LLC
Illinois
$344K +$373K +6,132 New
TPWA
128
TRUE Private Wealth Advisors
Oregon
$337K +$46.4K +764 +14%
C1AG
129
Client 1st Advisory Group
Florida
$335K -$20.7K -340 -5%
WWG
130
West Wealth Group
California
$329K +$14.6K +241 +4%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$325K +$9.3K +153 +3%
WIM
132
WealthPlan Investment Management
Nebraska
$321K +$318K +5,235 New
CFA
133
Cahill Financial Advisors
Minnesota
$317K +$1.46K +24 +0.4%
AF
134
Affiance Financial
Minnesota
$317K +$347K +5,713 New
CWM
135
CCG Wealth Management
California
$314K -$131K -2,153 -28%
GC
136
Gould Capital
Washington
$314K +$24K +395 +7%
AAP
137
Arax Advisory Partners
Colorado
$314K +$37.7K +621 +12%
CWM
138
Cornerstone Wealth Management
Missouri
$312K +$182 +3 +0.1%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$307K +$39.3K +647 +13%
ACM
140
Altrius Capital Management
North Carolina
$305K -$141K -2,319 -30%
MA
141
Mezzasalma Advisors
New Jersey
$302K -$2.25K -37 -0.7%
GFP
142
Guardian Financial Partners
California
$301K -$4.01K -66 -1%
BWM
143
BCGM Wealth Management
Indiana
$294K +$29.4K +484 +10%
TFO
144
Tarbox Family Office
California
$293K -$170K -2,802 -36%
LWMNY
145
Landmark Wealth Management (New York)
New York
$289K +$317K +5,213 New
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$264K -$61K -1,003 -18%
TFA
147
TPG Financial Advisors
Oregon
$263K -$69.4K -1,142 -19%
GVAG
148
Great Valley Advisor Group
Delaware
$262K
JCM
149
Jacobsen Capital Management
Utah
$251K -$40.5K -666 -13%
MFS
150
Madrona Financial Services
Washington
$250K -$56.5K -930 -17%