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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
201
West Wealth Group
California
$582K +$1.62K +17 +0.3%
TPA
202
Trivium Point Advisory
Connecticut
$562K +$90.7K +951 +20%
SF
203
Schuylkill Financial
Pennsylvania
$557K +$544K +5,705 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$553K -$970K -10,169 -64%
HWM
205
HB Wealth Management
Georgia
$552K -$12.5K -131 -2%
AQR Capital Management
206
AQR Capital Management
Connecticut
$551K -$106K -1,108 -16%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$547K +$3.91K +41 +0.7%
IF
208
Integrity Financial
Wyoming
$547K -$7.34K -77 -1%
RFP
209
Root Financial Partners
California
$545K
AWA
210
Aquire Wealth Advisors
Utah
$532K +$12.6K +132 +2%
PGF
211
Plan Group Financial
Oklahoma
$526K -$187K -1,964 -27%
TFS
212
Thoroughbred Financial Services
Tennessee
$517K
TFO
213
Tarbox Family Office
California
$515K +$668 +7 +0.1%
ACP
214
Arcus Capital Partners
Georgia
$504K +$1.43K +15 +0.3%
GPWA
215
Great Point Wealth Advisors
Massachusetts
$502K
AIA
216
Arbor Investment Advisors
North Carolina
$499K +$167K +1,753 +52%
VT
217
Vise Technologies
New York
$498K +$8.2K +86 +2%
GVAG
218
Great Valley Advisor Group
Delaware
$490K -$126K -1,322 -21%
KA
219
Klingman & Associates
New York
$489K
JWA
220
JFS Wealth Advisors
Pennsylvania
$483K -$42.8K -449 -8%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$481K
FC
222
FCA Corp
Texas
$473K +$15.6K +164 +4%
BWM
223
BCGM Wealth Management
Indiana
$472K +$8.59K +90 +2%
FFC
224
Frederick Financial Consultants
Maryland
$472K -$21.5K -225 -4%
TPWM
225
Twelve Points Wealth Management
Massachusetts
$459K +$32.1K +337 +8%