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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$469K -$18.9K -207 -4%
TFO
202
Tarbox Family Office
California
$467K
MFG
203
Merit Financial Group
Georgia
$464K +$251K +2,750 +110%
CWM
204
Cornerstone Wealth Management
Missouri
$459K +$2.55K +28 +0.5%
ACP
205
Arcus Capital Partners
Georgia
$456K -$1.44M -15,815 -75%
GPWA
206
Great Point Wealth Advisors
Massachusetts
$456K -$182 -2 -0%
AAP
207
Arax Advisory Partners
Colorado
$453K +$36.2K +397 +8%
MML Investors Services
208
MML Investors Services
Massachusetts
$450K -$2.55K -28 -0.5%
VT
209
Vise Technologies
New York
$449K
FFC
210
Frederick Financial Consultants
Maryland
$448K -$32.7K -359 -7%
KA
211
Klingman & Associates
New York
$444K
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$436K
TPA
213
Trivium Point Advisory
Connecticut
$426K -$287K -3,151 -40%
BWM
214
BCGM Wealth Management
Indiana
$420K +$16.1K +177 +4%
IAS
215
IMA Advisory Services
Colorado
$417K +$1.18K +13 +0.3%
FC
216
FCA Corp
Texas
$414K +$54K +593 +15%
CFG
217
Compass Financial Group
Ohio
$412K -$29.1K -320 -6%
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$394K +$362K +3,972 +821%
TPWM
219
Twelve Points Wealth Management
Massachusetts
$386K +$33.6K +369 +9%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$373K +$67.3K +739 +21%
EA
221
Efficient Advisors
Ohio
$367K -$9.2K -101 -2%
CWA
222
Centerline Wealth Advisors
Kentucky
$366K -$46.2K -507 -11%
SF
223
SWP Financial
California
$358K
KNW
224
Kesler Norman & Wride
Utah
$355K -$32.1K -352 -8%
HI
225
Harper Investing
California
$354K -$56.4K -619 -13%