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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
Jacobsen Capital Management
Utah
$251K -$40.5K -666 -13%
MFS
152
Madrona Financial Services
Washington
$250K -$56.5K -930 -17%
CWP
153
Corepath Wealth Partners
Arizona
$248K +$5.65K +93 +2%
CA
154
CGN Advisors
Kansas
$245K – – –
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$243K +$266K +4,376 New
SF
156
SBK Financial
Virginia
$227K +$2.13K +35 +0.9%
SFA
157
Source Financial Advisors
New York
$226K -$92.2K -1,517 -27%
SC
158
Stephens Consulting
Michigan
$221K +$231K +3,806 +2,213%
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$4.01K +66 +2%
SFWC
160
Strategic Family Wealth Counselors
New Jersey
$212K – – –
KWM
161
Kingsview Wealth Management
Oregon
$208K -$4.32K -71 -2%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$201K +$1.7K +28 +0.8%
RIA
163
Realta Investment Advisors
Delaware
$183K +$201K +3,300 New
NC
164
NewSquare Capital
Pennsylvania
$182K – – –
AIM
165
Acropolis Investment Management
Missouri
$147K +$161K +2,647 New
TF
166
TimeScale Financial
Massachusetts
$146K +$11.7K +193 +8%
BA
167
Bellwether Advisors
Nebraska
$144K +$11.6K +191 +8%
BHWM
168
Bay Harbor Wealth Management
Maryland
$142K +$182 +3 +0.1%
S
169
SignatureFD
Georgia
$141K +$1.28K +21 +0.8%
JP Morgan Chase
170
JP Morgan Chase
New York
$137K +$12.3K +202 +9%
MWM
171
Mascoma Wealth Management
New Hampshire
$135K -$10.8K -177 -7%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$119K -$10.6K -174 -7%
CF
173
Centaurus Financial
California
$112K -$6.93K -114 -5%
PFA
174
Professional Financial Advisors
Nebraska
$104K +$912 +15 +0.8%
US Bancorp
175
US Bancorp
Minnesota
$98K -$11.4K -187 -10%