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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$604K -$39.6K -435 -6%
AQR Capital Management
177
AQR Capital Management
Connecticut
$598K +$615K +6,756 New
CTC
178
Central Trust Company
Missouri
$596K +$17.9K +196 +3%
VA
179
Valmark Advisers
Ohio
$584K +$120K +1,316 +25%
PWMA
180
Pension & Wealth Management Advisors
Massachusetts
$577K -$36.3K -399 -6%
SFWC
181
Strategic Family Wealth Counselors
New Jersey
$573K
GVAG
182
Great Valley Advisor Group
Delaware
$561K +$15.1K +166 +3%
VWM
183
Vertrix Wealth Management
Michigan
$560K +$577K +6,333 New
CIA
184
Cape Investment Advisory
Georgia
$560K +$5.1K +56 +0.9%
JFA
185
JNBA Financial Advisors
Minnesota
$556K +$38.3K +420 +7%
PCM
186
Palisade Capital Management
New Jersey
$556K +$13.4K +147 +2%
E3F
187
Eight 31 Financial
Texas
$550K +$2.64K +29 +0.5%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$537K -$117K -1,284 -17%
WWG
189
West Wealth Group
California
$526K -$3.73K -41 -0.7%
RIA
190
Regal Investment Advisors
Michigan
$521K +$36.3K +399 +7%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$518K -$189K -2,079 -26%
HWM
192
HB Wealth Management
Georgia
$512K -$62.9K -691 -11%
IF
193
Integrity Financial
Wyoming
$502K -$61.5K -675 -11%
GCM
194
Gallacher Capital Management
Colorado
$498K -$83K -911 -14%
RFP
195
Root Financial Partners
California
$495K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$493K +$307K +3,372 +154%
MWM
197
Mission Wealth Management
California
$480K -$344K -3,780 -41%
JWA
198
JFS Wealth Advisors
Pennsylvania
$478K -$41.4K -454 -8%
IAA
199
Independent Advisor Alliance
North Carolina
$472K +$486K +5,338 New
AWA
200
Aquire Wealth Advisors
Utah
$470K +$11.2K +123 +2%