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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
201
Sanctuary Advisors
Indiana
$391K +$109K +1,400 +43%
AAP
202
Arax Advisory Partners
Colorado
$379K +$15.8K +202 +5%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$374K -$125K -1,598 -26%
JWA
204
JFS Wealth Advisors
Pennsylvania
$371K +$15.8K +202 +5%
SRA
205
Secured Retirement Advisors
Minnesota
$366K -$16.2K -207 -4%
BA
206
Bellwether Advisors
Nebraska
$365K +$75.5K +965 +28%
MWM
207
Mission Wealth Management
California
$361K +$82.3K +1,053 +32%
CFA
208
Cahill Financial Advisors
Minnesota
$356K +$27.4K +351 +9%
BWM
209
BCGM Wealth Management
Indiana
$354K -$235 -3 -0.1%
AIA
210
Arbor Investment Advisors
North Carolina
$351K +$56K +716 +21%
SF
211
SWP Financial
California
$347K
SWA
212
Sax Wealth Advisors
New Jersey
$339K +$32.1K +410 +11%
HIS
213
Harvest Investment Services
Illinois
$339K -$1.33K -17 -0.4%
APWA
214
Atlas Private Wealth Advisors
New Jersey
$334K -$391 -5 -0.1%
MSFS
215
Main Street Financial Solutions
Pennsylvania
$334K
WDL
216
Well Done LLC
Michigan
$331K +$47.9K +613 +18%
NL
217
NVWM LLC
Pennsylvania
$330K +$51.8K +662 +20%
HWM
218
HB Wealth Management
Georgia
$326K +$2.89K +37 +1%
FSG
219
Financial Strategies Group
Michigan
$320K -$76.6K -979 -20%
DWM
220
Diversify Wealth Management
Utah
$316K +$35.3K +452 +14%
AIM
221
Acropolis Investment Management
Missouri
$304K +$860 +11 +0.3%
HHGA
222
Halbert Hargrove Global Advisors
California
$300K -$3.6K -46 -1%
CWA
223
Choice Wealth Advisors
Maine
$294K -$235 -3 -0.1%
NCM
224
New Capital Management
Texas
$291K +$12.3K +157 +5%
MAM
225
Milestone Asset Management
Pennsylvania
$290K +$6.26K +80 +2%