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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Affiance Financial
Minnesota
$403K
SBL
77
Sargent Bickham Lagudis
Colorado
$390K
LW
78
Linscomb Wealth
Texas
$387K -$270K -5,192 -42%
TPA
79
Trivium Point Advisory
Connecticut
$387K +$1.15K +22 +0.3%
BSWM
80
Boston Standard Wealth Management
Massachusetts
$384K -$5.36K -103 -1%
HPC
81
Hobart Private Capital
North Carolina
$328K +$54.5K +1,048 +21%
VFA
82
Voya Financial Advisors
Connecticut
$327K -$24.4K -468 -7%
PA
83
Paracle Advisors
Washington
$326K +$37.7K +725 +14%
SWM
84
Sugarloaf Wealth Management
Georgia
$322K +$22K +423 +8%
TWP
85
Tempus Wealth Planning
California
$317K +$4.47K +86 +2%
SW
86
SlateStone Wealth
Florida
$297K +$11K +211 +4%
CFA
87
Cahill Financial Advisors
Minnesota
$283K +$9.52K +183 +4%
DT
88
Diversified Trust
Tennessee
$283K +$31.9K +613 +13%
JWA
89
JFS Wealth Advisors
Pennsylvania
$269K +$12.1K +233 +5%
AF
90
Allworth Financial
California
$259K -$42.9K -825 -15%
FSG
91
Financial Strategies Group
Michigan
$257K +$12.4K +238 +5%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$248K +$3.69K +71 +2%
BOPW
93
Brandywine Oak Private Wealth
Pennsylvania
$248K +$235K +4,522 New
CFGS
94
Concourse Financial Group Securities
Alabama
$247K +$10.4K +200 +5%
CA
95
Cetera Advisors
Colorado
$243K +$231K +4,435 New
JCM
96
Jacobsen Capital Management
Utah
$240K +$228K +4,375 New
GPWA
97
Great Point Wealth Advisors
Massachusetts
$233K +$222K +4,259 New
HighTower Advisors
98
HighTower Advisors
Illinois
$231K -$29.6K -568 -12%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$231K -$15.2K -293 -7%
BAM
100
Belpointe Asset Management
Nevada
$230K -$24.4K -469 -10%