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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$601K +$47.6K +675 +9%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$598K +$575K +8,143 New
AL
128
Aspiriant LLC
California
$589K -$174K -2,471 -24%
JFA
129
JNBA Financial Advisors
Minnesota
$582K -$333K -4,724 -37%
MOS
130
MGO One Seven
Ohio
$577K -$97.9K -1,388 -15%
MMA
131
Miracle Mile Advisors
California
$566K +$116K +1,638 +27%
AWM
132
Avior Wealth Management
Nebraska
$564K +$917 +13 +0.2%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$554K -$2.96M -41,967 -85%
SL
134
Sentinus LLC
Illinois
$547K +$526K +7,449 New
OGF
135
Orin Green Financial
California
$545K -$507K -7,188 Closed
BSWM
136
Boston Standard Wealth Management
Massachusetts
$531K -$14K -199 -3%
FW
137
Fidato Wealth
Ohio
$531K -$4.94K -70 -1%
MFGP
138
Marshall Financial Group (Pennsylvania)
Pennsylvania
$525K +$19.9K +282 +4%
GPWA
139
Great Point Wealth Advisors
Massachusetts
$510K -$90K -1,276 -16%
SPIA
140
Steward Partners Investment Advisory
New York
$507K
SWP
141
Stratos Wealth Partners
Ohio
$485K +$15.7K +223 +3%
LA
142
Lane & Associates
New Jersey
$476K +$1.76K +25 +0.4%
TPA
143
Trivium Point Advisory
Connecticut
$465K +$1.91K +27 +0.4%
ASN
144
Advisory Services Network
Georgia
$464K -$463K -6,567 -51%
SWM
145
Sugarloaf Wealth Management
Georgia
$462K
MWM
146
Marion Wealth Management
Pennsylvania
$452K +$46.7K +662 +12%
OIA
147
OneDigital Investment Advisors
Kansas
$448K -$65.3K -925 -13%
TFO
148
Tarbox Family Office
California
$445K +$122K +1,725 +40%
CIA
149
Cape Investment Advisory
Georgia
$444K -$4.23K -60 -1%
WWG
150
West Wealth Group
California
$433K -$3.81K -54 -0.9%