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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mezzasalma Advisors
New Jersey
$353K -$3.22K -50 -0.9%
LA
152
Lane & Associates
New Jersey
$346K -$16.7K -259 -5%
CIA
153
Cape Investment Advisory
Georgia
$345K -$257 -4 -0.1%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$336K +$64 +1 +0%
CFA
155
Cahill Financial Advisors
Minnesota
$329K +$6.5K +101 +2%
SFA
156
Source Financial Advisors
New York
$325K +$34.5K +536 +12%
MWM
157
Marion Wealth Management
Pennsylvania
$323K +$42.7K +664 +16%
MMA
158
Miracle Mile Advisors
California
$318K +$61.8K +961 +25%
GCM
159
Gallacher Capital Management
Colorado
$304K -$39.4K -613 -12%
CWP
160
Corepath Wealth Partners
Arizona
$302K -$16.6K -258 -5%
MFS
161
Madrona Financial Services
Washington
$299K
AIA
162
Arbor Investment Advisors
North Carolina
$291K +$6.63K +103 +2%
TF
163
TimeScale Financial
Massachusetts
$290K +$29.3K +455 +12%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$290K +$5.08K +79 +2%
DP
165
Divergent Planning
Maryland
$283K -$72.3K -1,124 -21%
IWC
166
Integrated Wealth Concepts
Massachusetts
$270K +$262K +4,070 New
KWM
167
Keebeck Wealth Management
Illinois
$269K
TFS
168
Thoroughbred Financial Services
Tennessee
$269K +$261K +4,065 New
AWA
169
Aquire Wealth Advisors
Utah
$268K +$30.6K +475 +13%
SC
170
Scotia Capital
Ontario, Canada
$267K +$259K +4,022 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
$265K
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$262K -$406K -6,314 -62%
SAG
173
SageView Advisory Group
California
$260K +$2.25K +35 +0.9%
WEPOG
174
Wealth Enhancement & Preservation of GA
Georgia
$258K +$250K +3,892 New
RWP
175
RWA Wealth Partners
Massachusetts
$255K +$33.5K +521 +16%