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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
151
JNBA Financial Advisors
Minnesota
$552K +$12.2K +156 +2%
TFS
152
Thoroughbred Financial Services
Tennessee
$542K +$157K +2,003 +39%
AL
153
Aspiriant LLC
California
$535K +$1.8K +23 +0.3%
GPWA
154
Great Point Wealth Advisors
Massachusetts
$529K -$2.66K -34 -0.5%
Renaissance Technologies
155
Renaissance Technologies
New York
$521K +$160K +2,047 +43%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$512K +$345K +4,410 +195%
SWP
157
Stratos Wealth Partners
Ohio
$499K +$5.01K +64 +1%
KWM
158
Kingsview Wealth Management
Oregon
$494K -$4.7K -60 -0.9%
WWG
159
West Wealth Group
California
$489K +$37.5K +479 +8%
SWM
160
Sugarloaf Wealth Management
Georgia
$481K +$4.46K +57 +0.9%
CI
161
CX Institutional
Indiana
$478K +$194K +2,475 +66%
LA
162
Lane & Associates
New Jersey
$476K -$30.8K -393 -6%
GS
163
GWN Securities
Florida
$474K +$480K +6,127 New
KA
164
Klingman & Associates
New York
$466K +$37.2K +475 +8%
CIA
165
Cape Investment Advisory
Georgia
$464K +$1.49K +19 +0.3%
TDWM
166
Topel & Distasi Wealth Management
California
$461K +$105K +1,340 +29%
FFA
167
Farther Finance Advisors
California
$455K +$408K +5,203 +702%
HI
168
Harbour Investments
Wisconsin
$430K +$73.9K +944 +20%
SFG
169
Sovereign Financial Group
Connecticut
$428K +$116K +1,486 +36%
AWA
170
Aquire Wealth Advisors
Utah
$426K +$20.9K +267 +5%
RIA
171
Regal Investment Advisors
Michigan
$421K +$55.8K +712 +15%
MAWA
172
Moss Adams Wealth Advisors
Washington
$419K +$9.55K +122 +2%
IWS
173
Integrity Wealth Solutions
Colorado
$418K +$16.1K +206 +4%
CWM
174
Cornerstone Wealth Management
Missouri
$411K – – –
TFO
175
Tarbox Family Office
California
$410K -$54.6K -697 -12%