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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
ABLE Financial Group
Arizona
$358K +$1.59K +21 +0.5%
EFN
177
Equita Financial Network
Pennsylvania
$351K +$337K +4,442 New
SFM
178
Signet Financial Management
New Jersey
$349K +$336K +4,426 New
JWA
179
JFS Wealth Advisors
Pennsylvania
$341K -$1.98K -26 -0.6%
APWA
180
Atlas Private Wealth Advisors
New Jersey
$341K +$34.1K +449 +12%
BWM
181
BCGM Wealth Management
Indiana
$337K +$9.95K +131 +3%
PJWM
182
Philip James Wealth Mangement
Georgia
$326K +$6.91K +91 +2%
FSG
183
Financial Strategies Group
Michigan
$324K +$9.19K +121 +3%
SFG
184
Sovereign Financial Group
Connecticut
$323K -$19.8K -260 -6%
HWM
185
HB Wealth Management
Georgia
$321K +$57.7K +760 +23%
CIA
186
Concurrent Investment Advisors
Florida
$319K +$46.5K +612 +18%
MSFS
187
Main Street Financial Solutions
Pennsylvania
$316K
MWM
188
Modera Wealth Management
New Jersey
$315K +$10.3K +136 +4%
SFWC
189
Strategic Family Wealth Counselors
New Jersey
$302K
CI
190
CX Institutional
Indiana
$297K -$56.1K -739 -16%
AIM
191
Acropolis Investment Management
Missouri
$294K +$2.05K +27 +0.7%
C1AG
192
Client 1st Advisory Group
Florida
$293K -$13.2K -174 -4%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$292K -$13.4K -176 -5%
NWM
194
Napa Wealth Management
California
$288K -$32K -421 -10%
MWM
195
Mascoma Wealth Management
New Hampshire
$288K +$2.43K +32 +0.9%
BPA
196
Beacon Pointe Advisors
California
$286K -$22.6K -298 -8%
SG
197
Strid Group
Pennsylvania
$282K +$760 +10 +0.3%
WW
198
Westshore Wealth
California
$281K -$10.7K -141 -4%
SCM
199
Saxony Capital Management
Missouri
$280K +$269K +3,543 New
HHGA
200
Halbert Hargrove Global Advisors
California
$277K -$19.5K -257 -7%