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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$567K -$66.6K -782 -11%
TFS
177
Thoroughbred Financial Services
Tennessee
$566K -$282K -3,312 -34%
PWMA
178
Pension & Wealth Management Advisors
Massachusetts
$560K +$55.8K +655 +12%
HWM
179
HB Wealth Management
Georgia
$555K +$203K +2,385 +61%
HWA
180
Heritage Wealth Architects
Minnesota
$551K +$532K +6,246 New
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$548K +$4.85K +57 +0.9%
E3F
182
Eight 31 Financial
Texas
$540K +$2.38K +28 +0.5%
AWA
183
Aquire Wealth Advisors
Utah
$532K -$11.4K -134 -2%
WWG
184
West Wealth Group
California
$531K +$10.6K +125 +2%
GRP
185
Global Retirement Partners
California
$527K +$12.4K +146 +3%
MIAS
186
Mason Investment Advisory Services
Virginia
$525K +$2.47K +29 +0.5%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$515K -$53.2K -625 -10%
JFA
188
JNBA Financial Advisors
Minnesota
$513K -$42.6K -500 -8%
RIA
189
Regal Investment Advisors
Michigan
$512K +$3.83K +45 +0.8%
FI
190
FWG Investments
Kentucky
$510K +$492K +5,782 New
AIA
191
Arbor Investment Advisors
North Carolina
$504K +$129K +1,518 +36%
RFP
192
Root Financial Partners
California
$491K
GPWA
193
Great Point Wealth Advisors
Massachusetts
$486K +$470K +5,517 New
SFG
194
Sovereign Financial Group
Connecticut
$481K +$4K +47 +0.9%
CPIG
195
Chicago Partners Investment Group
Illinois
$477K +$31.3K +368 +7%
TFO
196
Tarbox Family Office
California
$474K +$1.53K +18 +0.3%
HI
197
Harper Investing
California
$464K +$13.9K +163 +3%
EA
198
Efficient Advisors
Ohio
$464K -$92.9K -1,091 -17%
CWM
199
Cornerstone Wealth Management
Missouri
$459K +$10.7K +126 +2%
FFC
200
Frederick Financial Consultants
Maryland
$453K -$1.19K -14 -0.3%