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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Aquire Wealth Advisors
Utah
$259K +$2.83K +43 +1%
KWM
177
Keebeck Wealth Management
Illinois
$258K +$66 +1 +0%
SC
178
Scotia Capital
Ontario, Canada
$256K +$591 +9 +0.2%
MSFS
179
Main Street Financial Solutions
Pennsylvania
$254K
DP
180
Divergent Planning
Maryland
$254K -$17.1K -260 -6%
MWM
181
Modera Wealth Management
New Jersey
$247K +$256K +3,889 New
SWA
182
Sax Wealth Advisors
New Jersey
$245K +$8.48K +129 +3%
SFWC
183
Strategic Family Wealth Counselors
New Jersey
$243K
SAG
184
SageView Advisory Group
California
$238K -$11.6K -176 -4%
PWMA
185
Pension & Wealth Management Advisors
Massachusetts
$236K -$995K -15,139 -80%
AIM
186
Acropolis Investment Management
Missouri
$231K +$1.77K +27 +0.7%
HHGA
187
Halbert Hargrove Global Advisors
California
$230K +$20.9K +318 +10%
APWA
188
Atlas Private Wealth Advisors
New Jersey
$223K -$21.4K -325 -8%
MAWA
189
Moss Adams Wealth Advisors
Washington
$222K +$230K +3,501 New
LSPW
190
Lake Street Private Wealth
Illinois
$219K +$226K +3,440 New
TFA
191
TPG Financial Advisors
Oregon
$218K +$14.3K +218 +7%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$218K +$155K +2,359 +220%
SG
193
Strid Group
Pennsylvania
$218K
ACM
194
Altrius Capital Management
North Carolina
$213K -$6.77K -103 -3%
NC
195
NewSquare Capital
Pennsylvania
$208K
OAP
196
One Advisory Partners
Kansas
$205K -$36.7K -559 -15%
AFG
197
AFS Financial Group
Maryland
$202K +$209K +3,183 New
NGA
198
Naples Global Advisors
Florida
$202K -$418K -6,363 -67%
IA
199
IFP Advisors
Florida
$199K -$14.7K -223 -7%
RIA
200
Realta Investment Advisors
Delaware
$185K