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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
151
Gallacher Capital Management
Colorado
$641K -$463K -5,924 -44%
OGF
152
Orin Green Financial
California
$639K -$7.58K -97 -1%
CCA
153
Cypress Capital Advisors
Tennessee
$637K -$35.7K -457 -6%
MCIA
154
Mountain Capital Investment Advisors
Colorado
$634K +$17.9K +229 +3%
TPA
155
Trivium Point Advisory
Connecticut
$612K -$71.5K -914 -11%
KA
156
Klingman & Associates
New York
$605K +$91.9K +1,175 +19%
MWM
157
Modera Wealth Management
New Jersey
$602K +$22.6K +289 +4%
AFG
158
ABLE Financial Group
Arizona
$596K +$81.2K +1,038 +17%
AWS
159
Atria Wealth Solutions
New York
$596K +$184K +2,354 +49%
MWM
160
Marion Wealth Management
Pennsylvania
$595K -$94.5K -1,209 -14%
VA
161
VestGen Advisors
Illinois
$592K
SI
162
SimpliFi Inc
California
$587K -$10.6K -135 -2%
KWM
163
Kingsview Wealth Management
Oregon
$576K +$22.5K +288 +4%
IF
164
Integrity Financial
Wyoming
$562K -$59.3K -758 -10%
WFS
165
Weitzel Financial Services
Iowa
$559K +$115K +1,477 +29%
TDWM
166
Topel & Distasi Wealth Management
California
$554K -$18K -230 -3%
CTC
167
Central Trust Company
Missouri
$550K +$92.2K +1,179 +22%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$539K -$66.1K -845 -12%
IWS
169
Integrity Wealth Solutions
Colorado
$532K +$51.6K +660 +12%
CIA
170
Cape Investment Advisory
Georgia
$531K +$23.7K +303 +5%
EA
171
Efficient Advisors
Ohio
$530K -$95.5K -1,221 -16%
JFA
172
JNBA Financial Advisors
Minnesota
$527K -$23.2K -297 -4%
SFWC
173
Strategic Family Wealth Counselors
New Jersey
$526K +$194K +2,476 +65%
AWA
174
Aquire Wealth Advisors
Utah
$515K +$32.4K +414 +7%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$514K +$174K +2,226 +56%