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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Frontier Wealth Management
Missouri
$262K +$8.85K +139 +3%
MWM
152
Mission Wealth Management
California
$259K +$636 +10 +0.2%
CWP
153
Corepath Wealth Partners
Arizona
$254K -$21.6K -339 -7%
SG
154
StoneX Group
New York
$251K +$266K +4,186 New
WA
155
WBH Advisory
Maryland
$248K +$265K +4,171 New
SF
156
SBK Financial
Virginia
$243K +$636 +10 +0.2%
Renaissance Technologies
157
Renaissance Technologies
New York
$240K +$255K +4,000 New
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$239K -$2.17M -34,033 -90%
AIA
159
Arbor Investment Advisors
North Carolina
$234K +$14K +220 +6%
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$13.7K +216 +6%
OIA
161
OneDigital Investment Advisors
Kansas
$231K +$9.74K +153 +4%
SFWC
162
Strategic Family Wealth Counselors
New Jersey
$229K
KWM
163
Kingsview Wealth Management
Oregon
$229K +$28.3K +444 +13%
CPFP
164
Clear Perspectives Financial Planning
Ohio
$228K -$40.4K -635 -14%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$215K -$19.9K -312 -8%
MML Investors Services
166
MML Investors Services
Massachusetts
$214K -$2.16K -34 -0.9%
MOS
167
MGO One Seven
Ohio
$214K +$2.04K +32 +0.9%
MWM
168
McNaughton Wealth Management
California
$209K
GMA
169
Goldstein Munger & Associates
California
$208K +$15.2K +239 +7%
NC
170
NewSquare Capital
Pennsylvania
$196K +$69.4K +1,091 +50%
MWM
171
Mascoma Wealth Management
New Hampshire
$156K +$9.16K +144 +6%
BHWM
172
Bay Harbor Wealth Management
Maryland
$153K +$764 +12 +0.5%
S
173
SignatureFD
Georgia
$151K +$446 +7 +0.3%
TF
174
TimeScale Financial
Massachusetts
$146K +$4.2K +66 +3%
BA
175
Bellwether Advisors
Nebraska
$144K +$57.8K +908 +60%