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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
151
Oxford Financial Group
Indiana
$725K +$53.9K +605 +8%
AF
152
Advisornet Financial
Minnesota
$725K -$59.3K -666 -8%
WFS
153
Weitzel Financial Services
Iowa
$722K +$3.74K +42 +0.5%
TPA
154
Trivium Point Advisory
Connecticut
$713K +$22.9K +257 +3%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$711K +$153K +1,713 +28%
KF
156
Krilogy Financial
Missouri
$704K +$33.4K +375 +5%
MWM
157
Marion Wealth Management
Pennsylvania
$704K +$56.2K +631 +9%
AWM
158
AE Wealth Management
Kansas
$696K -$27.2K -306 -4%
MWM
159
Meridian Wealth Management
Kentucky
$694K -$534 -6 -0.1%
OGF
160
Orin Green Financial
California
$691K +$4.72K +53 +0.7%
TC
161
Trilogy Capital
California
$686K -$37.3K -419 -5%
CMP
162
Courage Miller Partners
Virginia
$683K -$2.85K -32 -0.4%
MCIA
163
Mountain Capital Investment Advisors
Colorado
$680K -$7.3K -82 -1%
KWM
164
Kingsview Wealth Management
Oregon
$663K +$6.77K +76 +1%
SAI
165
Savvy Advisors Inc
New York
$662K +$658K +7,389 New
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$658K +$134K +1,506 +26%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$657K +$42.3K +475 +7%
SA
168
Sanctuary Advisors
Indiana
$650K +$55.8K +627 +9%
TDWM
169
Topel & Distasi Wealth Management
California
$645K +$35.6K +400 +6%
IA
170
IFG Advisory
Georgia
$640K -$21.6K -243 -3%
PWMA
171
Pension & Wealth Management Advisors
Massachusetts
$620K +$50.7K +569 +9%
MGIA
172
Moneta Group Investment Advisors
Missouri
$617K -$38.9K -437 -6%
CCA
173
Cypress Capital Advisors
Tennessee
$617K -$41.7K -468 -6%
SI
174
SimpliFi Inc
California
$610K +$26.7K +300 +5%
HWA
175
Heritage Wealth Architects
Minnesota
$591K +$18.1K +203 +3%