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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
201
New Capital Management
Texas
$274K +$3.8K +50 +1%
SA
202
Sanctuary Advisors
Indiana
$272K +$40.1K +528 +18%
SC
203
Savant Capital
Illinois
$272K +$608 +8 +0.2%
EFG
204
Elios Financial Group
Ohio
$271K +$261K +3,436 New
WFS
205
Weitzel Financial Services
Iowa
$270K +$4.71K +62 +2%
LWMNY
206
Landmark Wealth Management (New York)
New York
$267K +$257K +3,384 New
HGA
207
Hobbs Group Advisors
South Carolina
$266K +$213K +2,803 +496%
SB
208
Strategic Blueprint
Georgia
$264K +$254K +3,349 New
CIAS
209
Capital Investment Advisory Services
North Carolina
$262K +$380 +5 +0.2%
SWA
210
Sax Wealth Advisors
New Jersey
$260K -$19.4K -255 -7%
SOS
211
Silver Oak Securities
Tennessee
$257K +$248K +3,261 New
ACM
212
Altrius Capital Management
North Carolina
$255K -$13.9K -183 -5%
CWA
213
Choice Wealth Advisors
Maine
$252K -$1.98K -26 -0.8%
WDL
214
Well Done LLC
Michigan
$252K +$10.4K +137 +4%
STA
215
Summit Trail Advisors
New York
$249K +$11.9K +157 +5%
NGA
216
Naples Global Advisors
Florida
$242K
LCM
217
Lazari Capital Management
California
$241K +$232K +3,056 New
FWP
218
Family Wealth Partners
North Carolina
$240K +$2.05K +27 +0.9%
TPW
219
TL Private Wealth
Texas
$239K +$9.8K +129 +4%
Truist Financial
220
Truist Financial
North Carolina
$234K +$9.12K +120 +4%
AAS
221
Annex Advisory Services
Wisconsin
$233K -$2.05K -27 -0.9%
AWM
222
Aprio Wealth Management
Georgia
$232K +$1.59K +21 +0.7%
EWA
223
EP Wealth Advisors
California
$232K +$1.59K +21 +0.7%
NL
224
NVWM LLC
Pennsylvania
$231K +$13.9K +183 +7%
MAG
225
Mayfair Advisory Group
Alabama
$228K