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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$326K +$333K +4,251 New
RFP
202
Root Financial Partners
California
$325K -$36.7K -469 -10%
IAA
203
Independent Advisor Alliance
North Carolina
$322K +$329K +4,206 New
AAP
204
Arax Advisory Partners
Colorado
$322K -$81.5K -1,041 -20%
PJWM
205
Philip James Wealth Mangement
Georgia
$321K +$5.33K +68 +2%
FSG
206
Financial Strategies Group
Michigan
$314K +$3.06K +39 +0.9%
SCM
207
Saxony Capital Management
Missouri
$314K +$43.2K +552 +16%
HIS
208
Harvest Investment Services
Illinois
$313K +$320K +4,087 New
KFG
209
Kelly Financial Group
Connecticut
$313K +$320K +4,083 New
EFG
210
Elios Financial Group
Ohio
$312K +$49.6K +633 +18%
CIA
211
Concurrent Investment Advisors
Florida
$308K -$2.12K -27 -0.7%
MWM
212
Modera Wealth Management
New Jersey
$307K +$1.02K +13 +0.3%
MSFS
213
Main Street Financial Solutions
Pennsylvania
$306K
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$293K
HHGA
215
Halbert Hargrove Global Advisors
California
$293K +$24.6K +314 +9%
C1AG
216
Client 1st Advisory Group
Florida
$292K +$7.05K +90 +2%
BPA
217
Beacon Pointe Advisors
California
$291K +$13.5K +172 +5%
WFS
218
Weitzel Financial Services
Iowa
$291K +$27.2K +347 +10%
AIM
219
Acropolis Investment Management
Missouri
$289K +$3.76K +48 +1%
HWM
220
HB Wealth Management
Georgia
$282K -$30.5K -390 -10%
SA
221
Sanctuary Advisors
Indiana
$279K +$5.33K +68 +2%
SG
222
Strid Group
Pennsylvania
$275K +$1.49K +19 +0.5%
JCM
223
Janney Capital Management
Pennsylvania
$273K +$279K +3,562 New
MWM
224
Mascoma Wealth Management
New Hampshire
$268K -$11.9K -152 -4%
NCM
225
New Capital Management
Texas
$266K