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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
151
Gallacher Capital Management
Colorado
$330K +$52K +833 +19%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$321K -$1.37M -21,900 -81%
MCIA
153
Mountain Capital Investment Advisors
Colorado
$318K -$78.8K -1,262 -20%
CFA
154
Cahill Financial Advisors
Minnesota
$309K +$999 +16 +0.3%
CWP
155
Corepath Wealth Partners
Arizona
$305K +$14.2K +227 +5%
MFS
156
Madrona Financial Services
Washington
$286K – – –
KWM
157
Kingsview Wealth Management
Oregon
$283K +$21.6K +346 +8%
SFA
158
Source Financial Advisors
New York
$277K +$19.3K +309 +8%
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$8.62K +138 +3%
AIA
160
Arbor Investment Advisors
North Carolina
$272K +$9.43K +151 +4%
LWMNY
161
Landmark Wealth Management (New York)
New York
$272K -$37.7K -604 -12%
MWM
162
Marion Wealth Management
Pennsylvania
$267K +$30.3K +485 +13%
ACM
163
Altrius Capital Management
North Carolina
$262K -$52.1K -835 -17%
CCA
164
Cora Capital Advisors
New Jersey
$260K -$6.56K -105 -3%
KWM
165
Keebeck Wealth Management
Illinois
$258K -$11.6K -185 -4%
MSFS
166
Main Street Financial Solutions
Pennsylvania
$254K – – –
TF
167
TimeScale Financial
Massachusetts
$249K +$80.1K +1,283 +49%
SAG
168
SageView Advisory Group
California
$247K +$25.3K +405 +12%
MMA
169
Miracle Mile Advisors
California
$244K +$239K +3,833 New
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$244K – – –
TSS
171
Two Sigma Securities
New York
$239K +$235K +3,757 New
AIM
172
Acropolis Investment Management
Missouri
$236K +$65.6K +1,050 +40%
SWA
173
Sax Wealth Advisors
New Jersey
$231K +$10.9K +175 +5%
OAP
174
One Advisory Partners
Kansas
$231K +$227K +3,628 New
AWA
175
Aquire Wealth Advisors
Utah
$227K +$10.9K +174 +5%