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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFS
251
Valpey Financial Services
New Hampshire
$233K +$219K +2,796 New
ALA
252
Atlas Legacy Advisors
California
$232K -$7.82K -100 -3%
TFA
253
TPG Financial Advisors
Oregon
$231K -$8.91K -114 -4%
FC
254
FCA Corp
Texas
$230K +$216K +2,763 New
CF
255
Centaurus Financial
California
$229K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$229K +$13.1K +167 +6%
TPW
257
TL Private Wealth
Texas
$228K +$215K +2,755 New
NGA
258
Naples Global Advisors
Florida
$225K
FFN
259
Focus Financial Network
Minnesota
$224K +$210K +2,685 New
Jones Financial Companies
260
Jones Financial Companies
Missouri
$219K +$93.1K +1,190 +82%
SWA
261
Sightline Wealth Advisors
Connecticut
$218K +$205K +2,618 New
CCA
262
Cora Capital Advisors
New Jersey
$218K
AAS
263
Annex Advisory Services
Wisconsin
$215K -$28.8K -368 -12%
VFP
264
Vested Financial Planning
California
$209K +$196K +2,507 New
TPWM
265
Twelve Points Wealth Management
Massachusetts
$207K +$194K +2,479 New
CWM
266
Chemistry Wealth Management
New York
$206K +$193K +2,472 New
JBA
267
Johnson Bixby & Associates
Washington
$206K +$193K +2,467 New
AFG
268
Arkansas Financial Group
Arkansas
$204K +$191K +2,441 New
AF
269
Abound Financial
California
$202K +$626 +8 +0.3%
SL
270
SWMG LLC
Texas
$201K +$187K +2,391 New
KWM
271
Keebeck Wealth Management
Illinois
$201K +$188K +2,407 New
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$200K -$3.13K -40 -2%
NWM
273
Napa Wealth Management
California
$200K +$188K +2,398 New
NRC
274
New Republic Capital
North Carolina
$199K +$7.58K +97 +4%
LAMC
275
Longview Asset Management (California)
California
$198K +$469 +6 +0.3%