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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$468K +$167K +2,591 +58%
CA
127
Cetera Advisors
Colorado
$465K -$2.9K -45 -0.6%
SFG
128
Sovereign Financial Group
Connecticut
$455K -$14.9K -232 -3%
SL
129
Sentinus LLC
Illinois
$451K +$708 +11 +0.2%
SWP
130
Stratos Wealth Partners
Ohio
$446K -$47.5K -739 -10%
OGF
131
Orin Green Financial
California
$446K +$24.3K +377 +6%
WWM
132
Western Wealth Management
Colorado
$437K -$2.57K -40 -0.6%
BWM
133
BCGM Wealth Management
Indiana
$435K +$9.71K +151 +2%
CIAS
134
Capital Investment Advisory Services
North Carolina
$421K
MFGP
135
Marshall Financial Group (Pennsylvania)
Pennsylvania
$421K +$52.4K +815 +15%
AAP
136
Arax Advisory Partners
Colorado
$416K +$20.6K +320 +5%
MLA
137
My Legacy Advisors
Oregon
$415K +$398K +6,180 New
C1AG
138
Client 1st Advisory Group
Florida
$408K -$28.3K -440 -7%
SWM
139
Sugarloaf Wealth Management
Georgia
$402K -$1.16K -18 -0.3%
MCIA
140
Mountain Capital Investment Advisors
Colorado
$402K +$66.6K +1,035 +21%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$399K +$35.3K +548 +10%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$398K -$19.5K -303 -5%
GC
143
Gould Capital
Washington
$383K +$13.9K +216 +4%
AAS
144
Annex Advisory Services
Wisconsin
$383K -$76K -1,181 -17%
GFP
145
Guardian Financial Partners
California
$381K +$257 +4 +0.1%
FSG
146
Financial Strategies Group
Michigan
$371K -$46.8K -727 -12%
WWG
147
West Wealth Group
California
$366K -$3.92K -61 -1%
HI
148
Harbour Investments
Wisconsin
$364K -$6.56K -102 -2%
CWM
149
Cornerstone Wealth Management
Missouri
$354K +$3.41K +53 +1%
MIC
150
Means Investment Company
Maine
$353K -$127K -1,973 -27%