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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
126
MPS Loria Financial Planners
Illinois
$953K +$133K +1,462 +16%
SFGP
127
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$949K +$14.1K +155 +1%
SPIA
128
Steward Partners Investment Advisory
New York
$946K +$48.3K +530 +5%
IWS
129
Integrity Wealth Solutions
Colorado
$921K +$28.1K +309 +3%
CCFM
130
Clear Creek Financial Management
Washington
$921K +$76K +834 +9%
Lido Advisors
131
Lido Advisors
California
$906K +$27.1K +298 +3%
BL
132
BCWM LLC
Kansas
$903K +$3.55K +39 +0.4%
CWM
133
Clearview Wealth Management
California
$901K +$928K +10,185 New
SCM
134
Saxony Capital Management
Missouri
$897K -$444K -4,872 -32%
HGA
135
Hobbs Group Advisors
South Carolina
$892K -$572K -6,282 -38%
KV
136
Kickstand Ventures
New York
$881K +$59.9K +658 +7%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$880K +$80.5K +884 +10%
EWA
138
EverSource Wealth Advisors
Alabama
$875K
IA
139
Insight Advisors
Pennsylvania
$849K +$455 +5 +0.1%
GFM
140
GEN Financial Management
Minnesota
$838K -$21.8K -239 -2%
MGIA
141
Moneta Group Investment Advisors
Missouri
$800K +$196K +2,148 +31%
AWM
142
Avior Wealth Management
Nebraska
$798K +$31.6K +347 +4%
MW
143
Maia Wealth
Colorado
$798K -$30.6K -336 -4%
HAG
144
HighPoint Advisor Group
Illinois
$793K -$24.5K -269 -3%
MOS
145
MGO One Seven
Ohio
$789K +$55.1K +605 +7%
WFS
146
Weitzel Financial Services
Iowa
$777K +$64.9K +712 +9%
MWM
147
Modera Wealth Management
New Jersey
$776K +$210K +2,302 +36%
BJL
148
Brighton Jones LLC
Washington
$773K +$796K +8,740 New
KF
149
Krilogy Financial
Missouri
$766K +$48.8K +536 +7%
MCIA
150
Mountain Capital Investment Advisors
Colorado
$758K +$56.5K +620 +8%