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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
$462K -$4.54K -51 -1%
GPWA
202
Great Point Wealth Advisors
Massachusetts
$461K -$32.7K -367 -7%
MML Investors Services
203
MML Investors Services
Massachusetts
$458K +$54.6K +613 +14%
DP
204
Divergent Planning
Maryland
$454K +$6.41K +72 +1%
KA
205
Klingman & Associates
New York
$449K -$200K -2,241 -31%
VT
206
Vise Technologies
New York
$449K +$67K +752 +18%
CFG
207
Compass Financial Group
Ohio
$445K +$443K +4,972 New
AGWCA
208
Annis Gardner Whiting Capital Advisors
Florida
$442K – – –
RL
209
Retireful LLC
Michigan
$427K +$422K +4,743 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$425K +$9.97K +112 +2%
AAP
211
Arax Advisory Partners
Colorado
$422K +$420K +4,717 New
IAS
212
IMA Advisory Services
Colorado
$421K -$30.4K -341 -7%
CWA
213
Centerline Wealth Advisors
Kentucky
$416K -$277K -3,116 -40%
HI
214
Harper Investing
California
$413K -$58.1K -653 -12%
BWM
215
BCGM Wealth Management
Indiana
$410K +$7.3K +82 +2%
CFA
216
Cahill Financial Advisors
Minnesota
$397K +$13.3K +149 +3%
KNW
217
Kesler Norman & Wride
Utah
$391K +$389K +4,365 New
IWC
218
Integrated Wealth Concepts
Massachusetts
$389K -$509K -5,721 -57%
AIA
219
Arbor Investment Advisors
North Carolina
$382K -$130K -1,460 -26%
EA
220
Efficient Advisors
Ohio
$381K -$89.6K -1,006 -19%
NL
221
NVWM LLC
Pennsylvania
$381K +$20.2K +227 +6%
Truist Financial
222
Truist Financial
North Carolina
$370K +$73.9K +830 +25%
HIS
223
Harvest Investment Services
Illinois
$368K +$1.96K +22 +0.5%
FC
224
FCA Corp
Texas
$366K +$37.2K +418 +11%
SPWM
225
Smith Partners Wealth Management
North Carolina
$366K +$364K +4,084 New