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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$559K -$123K -1,578 -18%
SI
152
SimpliFi Inc
California
$548K -$4.36K -56 -0.8%
VA
153
VestGen Advisors
Illinois
$543K +$553K +7,099 New
AL
154
Aspiriant LLC
California
$534K
BSWM
155
Boston Standard Wealth Management
Massachusetts
$533K -$10.1K -129 -2%
MWM
156
Modera Wealth Management
New Jersey
$530K +$228K +2,930 +73%
GPWA
157
Great Point Wealth Advisors
Massachusetts
$528K -$545 -7 -0.1%
TDWM
158
Topel & Distasi Wealth Management
California
$525K +$65.8K +844 +14%
KWM
159
Kingsview Wealth Management
Oregon
$507K +$13.8K +177 +3%
JFA
160
JNBA Financial Advisors
Minnesota
$507K -$45.1K -579 -8%
ASN
161
Advisory Services Network
Georgia
$505K -$305K -3,920 -37%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$504K +$182K +2,341 +55%
GS
163
GWN Securities
Florida
$497K +$28.8K +369 +6%
WWG
164
West Wealth Group
California
$490K +$156 +2 +0%
LA
165
Lane & Associates
New Jersey
$474K +$10.1K +129 +2%
AFG
166
ABLE Financial Group
Arizona
$468K +$72.1K +925 +18%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$465K -$46.6K -598 -9%
KA
168
Klingman & Associates
New York
$465K
E3F
169
Eight 31 Financial
Texas
$464K +$472K +6,061 New
CIA
170
Cape Investment Advisory
Georgia
$464K
RFG
171
RFP Financial Group
Georgia
$463K +$55K +706 +13%
AWA
172
Aquire Wealth Advisors
Utah
$440K +$15K +192 +3%
RIA
173
Regal Investment Advisors
Michigan
$439K +$19.2K +246 +4%
IWS
174
Integrity Wealth Solutions
Colorado
$438K +$21.3K +274 +5%
HGA
175
Hobbs Group Advisors
South Carolina
$419K +$73.3K +941 +21%