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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$504K -$30.4K -462 -6%
TPA
127
Trivium Point Advisory
Connecticut
$489K +$28.3K +431 +6%
MWM
128
Meridian Wealth Management
Kentucky
$479K +$252K +3,833 +103%
KWM
129
Kingsview Wealth Management
Oregon
$473K +$26.1K +397 +6%
BSWM
130
Boston Standard Wealth Management
Massachusetts
$471K +$1.84K +28 +0.4%
OFG
131
Oxford Financial Group
Indiana
$471K -$17.5K -266 -3%
OGF
132
Orin Green Financial
California
$464K +$38.8K +591 +9%
JWA
133
JFS Wealth Advisors
Pennsylvania
$450K +$1.31K +20 +0.3%
OIA
134
OneDigital Investment Advisors
Kansas
$447K -$87.8K -1,336 -16%
BWM
135
BCGM Wealth Management
Indiana
$432K +$15.8K +240 +4%
TFO
136
Tarbox Family Office
California
$427K -$69.3K -1,054 -14%
FPAS
137
Focus Partners Advisor Solutions
Missouri
$412K +$32.7K +497 +8%
AAP
138
Arax Advisory Partners
Colorado
$412K +$14.4K +219 +3%
Comerica Bank
139
Comerica Bank
Texas
$410K +$424K +6,459 New
SWP
140
Stratos Wealth Partners
Ohio
$408K -$19.8K -301 -4%
MFGP
141
Marshall Financial Group (Pennsylvania)
Pennsylvania
$404K +$1.38K +21 +0.3%
SWM
142
Sugarloaf Wealth Management
Georgia
$396K +$11.5K +175 +3%
CIAS
143
Capital Investment Advisory Services
North Carolina
$396K -$7.82K -119 -2%
MMA
144
Miracle Mile Advisors
California
$379K +$76.8K +1,169 +24%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$377K -$9.73K -148 -2%
ASN
146
Advisory Services Network
Georgia
$376K -$356K -5,419 -48%
WWG
147
West Wealth Group
California
$374K +$24.8K +378 +7%
GFP
148
Guardian Financial Partners
California
$370K +$5.78K +88 +2%
KA
149
Klingman & Associates
New York
$356K +$368K +5,604 New
SFG
150
Sovereign Financial Group
Connecticut
$353K -$85.4K -1,299 -19%