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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$542K +$157K +2,003 +39%
AL
152
Aspiriant LLC
California
$535K +$1.8K +23 +0.3%
GPWA
153
Great Point Wealth Advisors
Massachusetts
$529K -$2.66K -34 -0.5%
Renaissance Technologies
154
Renaissance Technologies
New York
$521K +$160K +2,047 +43%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$512K +$345K +4,410 +195%
SWP
156
Stratos Wealth Partners
Ohio
$499K +$5.01K +64 +1%
KWM
157
Kingsview Wealth Management
Oregon
$494K -$4.7K -60 -0.9%
WWG
158
West Wealth Group
California
$489K +$37.5K +479 +8%
SWM
159
Sugarloaf Wealth Management
Georgia
$481K +$4.46K +57 +0.9%
CI
160
CX Institutional
Indiana
$478K +$194K +2,475 +66%
LA
161
Lane & Associates
New Jersey
$476K -$30.8K -393 -6%
GS
162
GWN Securities
Florida
$474K +$480K +6,127 New
KA
163
Klingman & Associates
New York
$466K +$37.2K +475 +8%
CIA
164
Cape Investment Advisory
Georgia
$464K +$1.49K +19 +0.3%
TDWM
165
Topel & Distasi Wealth Management
California
$461K +$105K +1,340 +29%
FFA
166
Farther Finance Advisors
California
$455K +$408K +5,203 +702%
HI
167
Harbour Investments
Wisconsin
$430K +$73.9K +944 +20%
SFG
168
Sovereign Financial Group
Connecticut
$428K +$116K +1,486 +36%
AWA
169
Aquire Wealth Advisors
Utah
$426K +$20.9K +267 +5%
RIA
170
Regal Investment Advisors
Michigan
$421K +$55.8K +712 +15%
MAWA
171
Moss Adams Wealth Advisors
Washington
$419K +$9.55K +122 +2%
IWS
172
Integrity Wealth Solutions
Colorado
$418K +$16.1K +206 +4%
CWM
173
Cornerstone Wealth Management
Missouri
$411K
TFO
174
Tarbox Family Office
California
$410K -$54.6K -697 -12%
RFG
175
RFP Financial Group
Georgia
$410K -$28.7K -367 -6%