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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$321K -$1.37M -21,900 -81%
MCIA
152
Mountain Capital Investment Advisors
Colorado
$318K -$78.8K -1,262 -20%
CFA
153
Cahill Financial Advisors
Minnesota
$309K +$999 +16 +0.3%
CWP
154
Corepath Wealth Partners
Arizona
$305K +$14.2K +227 +5%
MFS
155
Madrona Financial Services
Washington
$286K
KWM
156
Kingsview Wealth Management
Oregon
$283K +$21.6K +346 +8%
SFA
157
Source Financial Advisors
New York
$277K +$19.3K +309 +8%
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$8.62K +138 +3%
AIA
159
Arbor Investment Advisors
North Carolina
$272K +$9.43K +151 +4%
LWMNY
160
Landmark Wealth Management (New York)
New York
$272K -$37.7K -604 -12%
MWM
161
Marion Wealth Management
Pennsylvania
$267K +$30.3K +485 +13%
ACM
162
Altrius Capital Management
North Carolina
$262K -$52.1K -835 -17%
CCA
163
Cora Capital Advisors
New Jersey
$260K -$6.56K -105 -3%
KWM
164
Keebeck Wealth Management
Illinois
$258K -$11.6K -185 -4%
MSFS
165
Main Street Financial Solutions
Pennsylvania
$254K
TF
166
TimeScale Financial
Massachusetts
$249K +$80.1K +1,283 +49%
SAG
167
SageView Advisory Group
California
$247K +$25.3K +405 +12%
MMA
168
Miracle Mile Advisors
California
$244K +$239K +3,833 New
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$244K
TSS
170
Two Sigma Securities
New York
$239K +$235K +3,757 New
AIM
171
Acropolis Investment Management
Missouri
$236K +$65.6K +1,050 +40%
SWA
172
Sax Wealth Advisors
New Jersey
$231K +$10.9K +175 +5%
OAP
173
One Advisory Partners
Kansas
$231K +$227K +3,628 New
AWA
174
Aquire Wealth Advisors
Utah
$227K +$10.9K +174 +5%
PWMA
175
Pension & Wealth Management Advisors
Massachusetts
$225K +$4.31K +69 +2%