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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Annex Advisory Services
Wisconsin
$442K -$2.24M -35,932 -84%
JWA
127
JFS Wealth Advisors
Pennsylvania
$436K -$562 -9 -0.1%
SL
128
Sentinus LLC
Illinois
$432K +$562 +9 +0.1%
TFA
129
TPG Financial Advisors
Oregon
$431K -$6.18K -99 -1%
WWM
130
Western Wealth Management
Colorado
$421K -$17.7K -283 -4%
C1AG
131
Client 1st Advisory Group
Florida
$419K +$29K +464 +8%
BWM
132
BCGM Wealth Management
Indiana
$408K +$112K +1,795 +39%
CIAS
133
Capital Investment Advisory Services
North Carolina
$404K -$105K -1,682 -21%
OGF
134
Orin Green Financial
California
$403K +$4.37K +70 +1%
FSG
135
Financial Strategies Group
Michigan
$402K -$57K -912 -13%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$401K +$36.6K +586 +10%
SWM
137
Sugarloaf Wealth Management
Georgia
$387K – – –
AAP
138
Arax Advisory Partners
Colorado
$378K -$10.8K -173 -3%
GFP
139
Guardian Financial Partners
California
$365K +$687 +11 +0.2%
HI
140
Harbour Investments
Wisconsin
$355K +$36.9K +591 +12%
WWG
141
West Wealth Group
California
$355K -$30.4K -486 -8%
GC
142
Gould Capital
Washington
$354K -$28.9K -462 -8%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K -$22K -353 -6%
WEG
144
World Equity Group
Illinois
$349K -$281K -4,498 -60%
LA
145
Lane & Associates
New Jersey
$348K +$88.9K +1,423 +35%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$348K +$58.8K +942 +21%
DP
147
Divergent Planning
Maryland
$343K -$35.2K -564 -9%
MA
148
Mezzasalma Advisors
New Jersey
$342K -$1.75K -28 -0.5%
CWM
149
Cornerstone Wealth Management
Missouri
$336K +$330K +5,279 New
CIA
150
Cape Investment Advisory
Georgia
$331K +$325K +5,208 New