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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
Insight Advisors
Pennsylvania
$865K -$15.9K -187 -2%
Lido Advisors
127
Lido Advisors
California
$861K +$37.6K +442 +5%
EWA
128
EverSource Wealth Advisors
Alabama
$860K +$6.22K +73 +0.8%
CCFM
129
Clear Creek Financial Management
Washington
$857K +$24.4K +286 +3%
KV
130
Kickstand Ventures
New York
$819K
HGA
131
Hobbs Group Advisors
South Carolina
$809K -$569K -6,680 -42%
MOS
132
MGO One Seven
Ohio
$794K +$50.7K +595 +7%
BJL
133
Brighton Jones LLC
Washington
$780K +$4.43K +52 +0.6%
AF
134
Advisornet Financial
Minnesota
$772K -$47.9K -562 -6%
BSWM
135
Boston Standard Wealth Management
Massachusetts
$764K +$66.1K +776 +10%
AFG
136
ABLE Financial Group
Arizona
$762K +$127K +1,490 +21%
MLFP
137
MPS Loria Financial Planners
Illinois
$762K +$25.3K +297 +4%
ASN
138
Advisory Services Network
Georgia
$746K -$95K -1,116 -12%
MAM
139
Mullooly Asset Management
New Jersey
$715K -$42K -493 -6%
TC
140
Trilogy Capital
California
$712K -$2.41M -28,270 -78%
AWM
141
AE Wealth Management
Kansas
$712K -$18.1K -213 -3%
GFM
142
GEN Financial Management
Minnesota
$706K +$8.77K +103 +1%
AQR Capital Management
143
AQR Capital Management
Connecticut
$700K +$676K +7,944 New
WFS
144
Weitzel Financial Services
Iowa
$697K +$116K +1,358 +21%
CWA
145
Centerline Wealth Advisors
Kentucky
$684K -$747K -8,767 -53%
MWM
146
Meridian Wealth Management
Kentucky
$683K -$247K -2,898 -27%
TPA
147
Trivium Point Advisory
Connecticut
$679K +$30.7K +361 +5%
OGF
148
Orin Green Financial
California
$676K
CMP
149
Courage Miller Partners
Virginia
$675K -$54.5K -640 -8%
Citadel Advisors
150
Citadel Advisors
Florida
$664K +$642K +7,536 New