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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
176
Cogent Private Wealth
Florida
$704K +$688K +7,213 New
IA
177
IFG Advisory
Georgia
$697K +$674K +7,064 +8,942%
FI
178
FWG Investments
Kentucky
$696K +$2.19K +23 +0.3%
MFG
179
Merit Financial Group
Georgia
$684K +$169K +1,767 +34%
KWM
180
Kingsview Wealth Management
Oregon
$678K -$55.6K -583 -8%
MGIA
181
Moneta Group Investment Advisors
Missouri
$677K -$200K -2,095 -23%
PWMA
182
Pension & Wealth Management Advisors
Massachusetts
$671K +$34.1K +357 +5%
CCA
183
Cypress Capital Advisors
Tennessee
$671K +$286 +3 +0%
Bessemer Group
184
Bessemer Group
New Jersey
$660K +$645K +6,759 New
VWM
185
Vertrix Wealth Management
Michigan
$656K +$36.8K +386 +6%
VA
186
Valmark Advisers
Ohio
$645K +$572 +6 +0.1%
MML Investors Services
187
MML Investors Services
Massachusetts
$644K +$145K +1,520 +30%
RIA
188
Regal Investment Advisors
Michigan
$638K +$62.2K +652 +11%
HWA
189
Heritage Wealth Architects
Minnesota
$637K -$4.87K -51 -0.8%
CTC
190
Central Trust Company
Missouri
$637K -$20.8K -218 -3%
TC
191
Trilogy Capital
California
$636K -$76.8K -805 -11%
E3F
192
Eight 31 Financial
Texas
$632K +$25K +262 +4%
JFA
193
JNBA Financial Advisors
Minnesota
$632K +$18K +189 +3%
SFWC
194
Strategic Family Wealth Counselors
New Jersey
$632K
CMP
195
Courage Miller Partners
Virginia
$622K -$112K -1,176 -16%
CIA
196
Cape Investment Advisory
Georgia
$618K +$477 +5 +0.1%
MW
197
Maia Wealth
Colorado
$618K -$256K -2,685 -30%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$604K +$31.4K +329 +6%
GRP
199
Global Retirement Partners
California
$598K +$585K +6,130 New
GCM
200
Gallacher Capital Management
Colorado
$588K +$37.5K +393 +7%