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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Cape Investment Advisory
Georgia
$451K -$365 -5 -0.1%
TFO
152
Tarbox Family Office
California
$450K -$2.41K -33 -0.5%
HIP
153
HUB Investment Partners
Texas
$421K +$127K +1,741 +45%
KA
154
Klingman & Associates
New York
$419K
Comerica Bank
155
Comerica Bank
Texas
$405K -$25.5K -349 -6%
SFA
156
Source Financial Advisors
New York
$405K -$5.63K -77 -1%
CWM
157
Cornerstone Wealth Management
Missouri
$402K +$1.24K +17 +0.3%
IWC
158
Integrated Wealth Concepts
Massachusetts
$396K +$11.9K +163 +3%
RFG
159
RFP Financial Group
Georgia
$390K +$58.1K +795 +18%
WWM
160
Western Wealth Management
Colorado
$388K +$73 +1 +0%
SF
161
SWP Financial
California
$382K -$12.6K -172 -3%
AWA
162
Aquire Wealth Advisors
Utah
$380K +$20K +274 +6%
CFA
163
Cahill Financial Advisors
Minnesota
$380K -$731 -10 -0.2%
TFS
164
Thoroughbred Financial Services
Tennessee
$374K +$73.1K +1,000 +25%
GC
165
Gould Capital
Washington
$371K
IWS
166
Integrity Wealth Solutions
Colorado
$360K +$47.6K +651 +16%
RIA
167
Regal Investment Advisors
Michigan
$352K +$344K +4,705 New
Renaissance Technologies
168
Renaissance Technologies
New York
$352K -$709K -9,698 -67%
SRA
169
Secured Retirement Advisors
Minnesota
$349K +$10.6K +145 +3%
CTC
170
Central Trust Company
Missouri
$345K -$1.9K -26 -0.6%
GCM
171
Gallacher Capital Management
Colorado
$345K -$45.7K -625 -12%
MAWA
172
Moss Adams Wealth Advisors
Washington
$341K
SAI
173
Savvy Advisors Inc
New York
$340K +$333K +4,550 New
AFG
174
ABLE Financial Group
Arizona
$338K +$330K +4,519 New
CI
175
CX Institutional
Indiana
$336K +$2.19K +30 +0.7%