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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mission Wealth Management
California
$297K
FWM
152
Frontier Wealth Management
Missouri
$284K +$293K +4,235 New
SF
153
SBK Financial
Virginia
$279K
SWA
154
Sax Wealth Advisors
New Jersey
$277K +$278K +4,019 New
FPAS
155
Focus Partners Advisor Solutions
Missouri
$271K +$272K +3,928 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$269K +$22.1K +320 +9%
SFWC
157
Strategic Family Wealth Counselors
New Jersey
$264K
BWM
158
BCGM Wealth Management
Indiana
$262K +$283K +4,089 New
OIA
159
OneDigital Investment Advisors
Kansas
$255K +$12.4K +180 +5%
FFG
160
Fullen Financial Group
Ohio
$255K +$256K +3,695 New
AIA
161
Arbor Investment Advisors
North Carolina
$254K +$255K +3,690 New
MML Investors Services
162
MML Investors Services
Massachusetts
$249K -$290K -4,194 -54%
MOS
163
MGO One Seven
Ohio
$244K +$8.78K +127 +4%
Lido Advisors
164
Lido Advisors
California
$242K -$24.1K -348 -9%
SFA
165
Source Financial Advisors
New York
$242K +$242K +3,506 New
MWM
166
McNaughton Wealth Management
California
$240K -$1.18K -17 -0.5%
WSTAM
167
Wilbanks Smith & Thomas Asset Management
Virginia
$235K +$253K +3,658 New
BOPW
168
Brandywine Oak Private Wealth
Pennsylvania
$233K +$19.6K +284 +9%
CCM
169
Coldstream Capital Management
Washington
$233K +$23.2K +336 +11%
KWM
170
Kingsview Wealth Management
Oregon
$233K +$6.36K +92 +3%
AAP
171
Arax Advisory Partners
Colorado
$231K +$28.4K +411 +14%
Truist Financial
172
Truist Financial
North Carolina
$228K -$35.6K -515 -13%
GMA
173
Goldstein Munger & Associates
California
$223K
SIG
174
Spinnaker Investment Group
California
$222K -$62.5K -903 -22%
SG
175
Strid Group
Pennsylvania
$220K