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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
201
Pension & Wealth Management Advisors
Massachusetts
$263K +$5.34K +82 +2%
CAN
202
Cetera Advisor Networks
California
$261K +$246K +3,773 New
AIM
203
Acropolis Investment Management
Missouri
$252K +$782 +12 +0.3%
MIC
204
Means Investment Company
Maine
$248K -$66.1K -1,015 -22%
ARC
205
Advisor Resource Council
Texas
$247K +$233K +3,575 New
PJWM
206
Philip James Wealth Mangement
Georgia
$247K +$233K +3,572 New
MAWA
207
Moss Adams Wealth Advisors
Washington
$246K +$4.43K +68 +2%
SG
208
Strid Group
Pennsylvania
$238K +$782 +12 +0.3%
KIG
209
Kowal Investment Group
Wisconsin
$232K +$219K +3,354 New
ZIM
210
Zacks Investment Management
Illinois
$232K +$219K +3,354 New
ACM
211
Altrius Capital Management
North Carolina
$229K -$2.15K -33 -1%
PA
212
Parallel Advisors
California
$229K +$62K +951 +40%
NC
213
NewSquare Capital
Pennsylvania
$227K
Fisher Asset Management
214
Fisher Asset Management
Washington
$225K +$213K +3,263 New
OAP
215
One Advisory Partners
Kansas
$223K -$261 -4 -0.1%
BBA
216
Braun-Bostich & Associates
Pennsylvania
$221K +$209K +3,205 New
TDWM
217
Topel & Distasi Wealth Management
California
$221K +$208K +3,195 New
GFP
218
Guardian Financial Partners
California
$219K -$173K -2,650 -45%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$214K -$21.6K -332 -10%
NGA
220
Naples Global Advisors
Florida
$212K -$6.97K -107 -3%
PWM
221
Penobscot Wealth Management
Maine
$208K +$197K +3,017 New
MFS
222
Madrona Financial Services
Washington
$208K -$72.3K -1,110 -27%
TSS
223
Two Sigma Securities
New York
$208K +$196K +3,010 New
STA
224
Summit Trail Advisors
New York
$207K +$195K +3,000 New
BRWA
225
B. Riley Wealth Advisors
Florida
$203K +$192K +2,941 New