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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$686K +$409K +6,198 +153%
AF
77
Allworth Financial
California
$680K -$177K -2,677 -21%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$678K +$669K +10,127 New
MIC
79
Means Investment Company
Maine
$633K -$793 -12 -0.1%
DP
80
Divergent Planning
Maryland
$629K +$5.08K +77 +0.9%
PAG
81
Private Advisor Group
New Jersey
$603K +$107K +1,626 +22%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$602K -$45K -682 -7%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$589K +$57.7K +873 +11%
TFA
84
Tobias Financial Advisors
Florida
$588K -$175K -2,643 -23%
CF
85
Corrigan Financial
Rhode Island
$575K +$567K +8,586 New
SWP
86
Summit Wealth Partners
Florida
$569K +$89.2K +1,350 +19%
CCFM
87
Clear Creek Financial Management
Washington
$561K -$516K -7,820 -49%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$553K +$299K +4,522 +121%
GPWA
89
Great Point Wealth Advisors
Massachusetts
$542K +$278K +4,211 +108%
CCP
90
Cassia Capital Partners
North Carolina
$539K +$532K +8,059 New
OFG
91
Oxford Financial Group
Indiana
$518K +$149K +2,251 +41%
UCFA
92
United Capital Financial Advisors
Texas
$516K -$81.6K -1,236 -14%
AF
93
Affiance Financial
Minnesota
$514K +$4.09K +62 +0.8%
BAM
94
Belpointe Asset Management
Nevada
$504K +$248K +3,754 +99%
VA
95
Valmark Advisers
Ohio
$502K -$41.8K -633 -8%
TPA
96
Trivium Point Advisory
Connecticut
$500K -$3.5K -53 -0.7%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$491K
HighTower Advisors
98
HighTower Advisors
Illinois
$477K +$124K +1,884 +36%
SBL
99
Sargent Bickham Lagudis
Colorado
$476K
CPFP
100
Clear Perspectives Financial Planning
Ohio
$474K -$20.1K -305 -4%