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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
151
Mountain Capital Investment Advisors
Colorado
$664K -$9.28K -109 -1%
IWS
152
Integrity Wealth Solutions
Colorado
$662K +$95.6K +1,123 +18%
PPWM
153
PFG Private Wealth Management
Florida
$662K +$639K +7,507 New
OFG
154
Oxford Financial Group
Indiana
$661K -$24.8K -291 -4%
FW
155
Fidato Wealth
Ohio
$658K -$82.3K -967 -11%
IA
156
IFG Advisory
Georgia
$652K -$295K -3,460 -32%
CCA
157
Cypress Capital Advisors
Tennessee
$648K -$24.1K -283 -4%
KF
158
Krilogy Financial
Missouri
$648K +$620K +7,279 New
MGIA
159
Moneta Group Investment Advisors
Missouri
$646K +$367K +4,315 +143%
KWM
160
Kingsview Wealth Management
Oregon
$645K +$35.1K +412 +6%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$643K +$188K +2,212 +43%
KA
162
Klingman & Associates
New York
$639K
GCM
163
Gallacher Capital Management
Colorado
$639K -$37.1K -436 -6%
VA
164
VestGen Advisors
Illinois
$626K
OCM
165
One Capital Management
California
$624K -$344K -4,035 -36%
MWM
166
Marion Wealth Management
Pennsylvania
$621K -$6.73K -79 -1%
MFGP
167
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K -$78.9K -926 -12%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$605K -$738K -8,661 -56%
TDWM
169
Topel & Distasi Wealth Management
California
$600K +$14.5K +170 +3%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$592K -$5.07M -59,526 -90%
IF
171
Integrity Financial
Wyoming
$589K -$4.51K -53 -0.8%
CTC
172
Central Trust Company
Missouri
$585K +$3.83K +45 +0.7%
SA
173
Sanctuary Advisors
Indiana
$584K +$166K +1,945 +42%
SI
174
SimpliFi Inc
California
$574K -$44.5K -522 -7%
SFWC
175
Strategic Family Wealth Counselors
New Jersey
$570K +$14.1K +165 +3%