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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
126
BCWM LLC
Kansas
$910K -$15.7K -176 -2%
SPIA
127
Steward Partners Investment Advisory
New York
$910K -$26.4K -297 -3%
IWS
128
Integrity Wealth Solutions
Colorado
$905K +$231K +2,596 +35%
MFWM
129
Motley Fool Wealth Management
Virginia
$888K +$883K +9,917 New
EWA
130
EverSource Wealth Advisors
Alabama
$885K +$10.8K +121 +1%
OCM
131
One Capital Management
California
$883K +$248K +2,782 +39%
Lido Advisors
132
Lido Advisors
California
$876K +$14.3K +161 +2%
GFM
133
GEN Financial Management
Minnesota
$870K +$152K +1,705 +21%
MW
134
Maia Wealth
Colorado
$863K -$159K -1,788 -16%
IA
135
Insight Advisors
Pennsylvania
$858K -$20.4K -229 -2%
CCFM
136
Clear Creek Financial Management
Washington
$857K -$13.6K -153 -2%
MLFP
137
MPS Loria Financial Planners
Illinois
$834K +$59.7K +670 +8%
KV
138
Kickstand Ventures
New York
$833K – – –
HAG
139
HighPoint Advisor Group
Illinois
$826K +$821K +9,226 New
MWM
140
Mission Wealth Management
California
$825K -$197K -2,209 -19%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$812K +$157K +1,762 +24%
BSWM
142
Boston Standard Wealth Management
Massachusetts
$808K +$32.1K +361 +4%
AWM
143
Avior Wealth Management
Nebraska
$777K -$170K -1,904 -18%
W
144
Wealthquest
Ohio
$765K +$761K +8,544 New
BM
145
Berman McAleer
Maryland
$750K +$345K +3,872 +86%
MAM
146
Mullooly Asset Management
New Jersey
$746K +$19.7K +221 +3%
MOS
147
MGO One Seven
Ohio
$744K -$61.9K -695 -8%
PGF
148
Plan Group Financial
Oklahoma
$739K -$421K -4,729 -36%
FW
149
Fidato Wealth
Ohio
$728K +$59K +663 +9%
OFG
150
Oxford Financial Group
Indiana
$725K +$53.9K +605 +8%