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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$335K -$15.9K -218 -5%
AIA
177
Arbor Investment Advisors
North Carolina
$335K -$35.7K -489 -10%
PWMA
178
Pension & Wealth Management Advisors
Massachusetts
$331K +$43.9K +601 +16%
SFG
179
Sovereign Financial Group
Connecticut
$326K -$45.5K -623 -13%
JWA
180
JFS Wealth Advisors
Pennsylvania
$326K +$6.87K +94 +2%
BWM
181
BCGM Wealth Management
Indiana
$310K +$5.55K +76 +2%
NWM
182
Napa Wealth Management
California
$306K +$303K +4,149 New
PJWM
183
Philip James Wealth Mangement
Georgia
$302K +$24.7K +338 +9%
FSG
184
Financial Strategies Group
Michigan
$300K -$26K -356 -8%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$299K
BPA
186
Beacon Pointe Advisors
California
$294K -$12.6K -173 -4%
DP
187
Divergent Planning
Maryland
$292K -$8.48K -116 -3%
C1AG
188
Client 1st Advisory Group
Florida
$291K -$24.4K -334 -8%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$290K +$283K +3,877 New
APWA
190
Atlas Private Wealth Advisors
New Jersey
$290K +$283K +3,873 New
MWM
191
Modera Wealth Management
New Jersey
$288K -$10.9K -149 -4%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$286K
TDWM
193
Topel & Distasi Wealth Management
California
$286K +$23.8K +325 +9%
HHGA
194
Halbert Hargrove Global Advisors
California
$282K -$23.4K -320 -8%
WW
195
Westshore Wealth
California
$277K +$271K +3,708 New
AIM
196
Acropolis Investment Management
Missouri
$277K +$731 +10 +0.3%
MWM
197
Modern Wealth Management
Kansas
$276K
MWM
198
Mascoma Wealth Management
New Hampshire
$271K -$2.71K -37 -1%
SG
199
Strid Group
Pennsylvania
$266K +$8.41K +115 +3%
SWA
200
Sax Wealth Advisors
New Jersey
$266K -$34K -465 -12%