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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$437K +$307K +4,039 +269%
OIA
152
OneDigital Investment Advisors
Kansas
$432K -$56.6K -745 -12%
IWC
153
Integrated Wealth Concepts
Massachusetts
$425K +$6.84K +90 +2%
CWM
154
Cornerstone Wealth Management
Missouri
$424K
MAWA
155
Moss Adams Wealth Advisors
Washington
$422K +$59.2K +779 +17%
AWA
156
Aquire Wealth Advisors
Utah
$418K +$15.9K +209 +4%
CTC
157
Central Trust Company
Missouri
$417K +$50.6K +666 +14%
SFA
158
Source Financial Advisors
New York
$415K -$11.2K -147 -3%
AAP
159
Arax Advisory Partners
Colorado
$414K -$237K -3,117 -37%
IWS
160
Integrity Wealth Solutions
Colorado
$414K +$32.9K +433 +9%
CFA
161
Cahill Financial Advisors
Minnesota
$402K +$1.44K +19 +0.4%
AIA
162
Arbor Investment Advisors
North Carolina
$401K +$45.6K +600 +13%
SF
163
SWP Financial
California
$401K -$1.9K -25 -0.5%
TFS
164
Thoroughbred Financial Services
Tennessee
$400K +$5.39K +71 +1%
GCM
165
Gallacher Capital Management
Colorado
$394K +$29.2K +384 +8%
GC
166
Gould Capital
Washington
$388K -$3.5K -46 -0.9%
RIA
167
Regal Investment Advisors
Michigan
$377K +$5.47K +72 +2%
Renaissance Technologies
168
Renaissance Technologies
New York
$375K +$3.88K +51 +1%
SRA
169
Secured Retirement Advisors
Minnesota
$374K +$5.01K +66 +1%
RFP
170
Root Financial Partners
California
$372K +$358K +4,708 New
TDWM
171
Topel & Distasi Wealth Management
California
$370K +$64.8K +853 +22%
PWMA
172
Pension & Wealth Management Advisors
Massachusetts
$369K +$18.4K +242 +5%
HI
173
Harbour Investments
Wisconsin
$368K +$13.8K +181 +4%
DP
174
Divergent Planning
Maryland
$368K +$61.1K +804 +21%
Comerica Bank
175
Comerica Bank
Texas
$367K -$57.4K -755 -14%