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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
176
McNamara Financial Services
Massachusetts
$234K +$231K +3,909 New
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$229K
MWM
178
Marion Wealth Management
Pennsylvania
$222K +$220K +3,714 New
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$218K +$1.83K +31 +0.9%
SAG
180
SageView Advisory Group
California
$208K +$206K +3,481 New
PWMA
181
Pension & Wealth Management Advisors
Massachusetts
$208K +$206K +3,475 New
SWA
182
Sax Wealth Advisors
New Jersey
$207K +$205K +3,458 New
HHGA
183
Halbert Hargrove Global Advisors
California
$206K +$204K +3,442 New
AWA
184
Aquire Wealth Advisors
Utah
$203K +$201K +3,393 New
Lido Advisors
185
Lido Advisors
California
$200K +$198K +3,352 New
JP Morgan Chase
186
JP Morgan Chase
New York
$198K +$49.3K +832 +34%
RIA
187
Realta Investment Advisors
Delaware
$198K +$533 +9 +0.3%
NC
188
NewSquare Capital
Pennsylvania
$196K
BA
189
Bellwether Advisors
Nebraska
$169K +$13.4K +226 +9%
MWM
190
Mascoma Wealth Management
New Hampshire
$167K +$20.8K +352 +14%
AIM
191
Acropolis Investment Management
Missouri
$159K +$533 +9 +0.3%
BHWM
192
Bay Harbor Wealth Management
Maryland
$156K +$2.72K +46 +2%
CA
193
CoreCap Advisors
Michigan
$155K +$153K +2,591 New
S
194
SignatureFD
Georgia
$154K +$1.95K +33 +1%
TF
195
TimeScale Financial
Massachusetts
$146K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$120K -$8.46K -143 -7%
CF
197
Centaurus Financial
California
$113K -$7.4K -125 -6%
JAWM
198
J. Arnold Wealth Management
Ohio
$106K +$105K +1,777 New
SPIA
199
Steward Partners Investment Advisory
New York
$103K
US Bancorp
200
US Bancorp
Minnesota
$98.5K -$6.93K -117 -7%