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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Aquire Wealth Advisors
Utah
$465K -$75.1K -844 -14%
CWM
202
Cornerstone Wealth Management
Missouri
$462K -$4.54K -51 -1%
GPWA
203
Great Point Wealth Advisors
Massachusetts
$461K -$32.7K -367 -7%
MML Investors Services
204
MML Investors Services
Massachusetts
$458K +$54.6K +613 +14%
DP
205
Divergent Planning
Maryland
$454K +$6.41K +72 +1%
KA
206
Klingman & Associates
New York
$449K -$200K -2,241 -31%
VT
207
Vise Technologies
New York
$449K +$67K +752 +18%
CFG
208
Compass Financial Group
Ohio
$445K +$443K +4,972 New
AGWCA
209
Annis Gardner Whiting Capital Advisors
Florida
$442K
RL
210
Retireful LLC
Michigan
$427K +$422K +4,743 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$425K +$9.97K +112 +2%
AAP
212
Arax Advisory Partners
Colorado
$422K +$420K +4,717 New
IAS
213
IMA Advisory Services
Colorado
$421K -$30.4K -341 -7%
CWA
214
Centerline Wealth Advisors
Kentucky
$416K -$277K -3,116 -40%
HI
215
Harper Investing
California
$413K -$58.1K -653 -12%
BWM
216
BCGM Wealth Management
Indiana
$410K +$7.3K +82 +2%
CFA
217
Cahill Financial Advisors
Minnesota
$397K +$13.3K +149 +3%
KNW
218
Kesler Norman & Wride
Utah
$391K +$389K +4,365 New
IWC
219
Integrated Wealth Concepts
Massachusetts
$389K -$509K -5,721 -57%
AIA
220
Arbor Investment Advisors
North Carolina
$382K -$130K -1,460 -26%
EA
221
Efficient Advisors
Ohio
$381K -$89.6K -1,006 -19%
NL
222
NVWM LLC
Pennsylvania
$381K +$20.2K +227 +6%
Truist Financial
223
Truist Financial
North Carolina
$370K +$73.9K +830 +25%
HIS
224
Harvest Investment Services
Illinois
$368K +$1.96K +22 +0.5%
FC
225
FCA Corp
Texas
$366K +$37.2K +418 +11%