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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$708K -$36.7K -527 -5%
PAG
77
Private Advisor Group
New Jersey
$705K +$67.7K +973 +11%
HI
78
Harbour Investments
Wisconsin
$698K -$27.5K -395 -4%
HPC
79
Hobart Private Capital
North Carolina
$692K -$54.2K -779 -7%
Creative Planning
80
Creative Planning
Kansas
$685K -$43.4K -624 -6%
MIC
81
Means Investment Company
Maine
$664K -$3.2K -46 -0.5%
CCFM
82
Clear Creek Financial Management
Washington
$651K +$81K +1,165 +14%
TFA
83
Tobias Financial Advisors
Florida
$646K +$25.4K +365 +4%
Citadel Advisors
84
Citadel Advisors
Florida
$645K -$1.72M -24,744 -73%
DP
85
Divergent Planning
Maryland
$641K +$5.5K +79 +0.9%
SAF
86
Smith Anglin Financial
Texas
$631K +$621K +8,926 New
OFG
87
Oxford Financial Group
Indiana
$629K +$80.2K +1,153 +15%
IA
88
Insight Advisors
Pennsylvania
$626K +$187K +2,690 +44%
SWP
89
Summit Wealth Partners
Florida
$617K +$16K +230 +3%
SI
90
SimpliFi Inc
California
$604K +$595K +8,556 New
CCP
91
Cassia Capital Partners
North Carolina
$594K +$23.9K +344 +4%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$592K +$8.42K +121 +1%
GPWA
93
Great Point Wealth Advisors
Massachusetts
$588K +$14.7K +212 +3%
AF
94
Affiance Financial
Minnesota
$549K +$6.05K +87 +1%
JWA
95
JFS Wealth Advisors
Pennsylvania
$536K +$175K +2,516 +50%
TPA
96
Trivium Point Advisory
Connecticut
$528K +$209 +3 +0%
TWP
97
Tempus Wealth Planning
California
$518K +$51K +733 +11%
VA
98
Valmark Advisers
Ohio
$514K -$16.3K -234 -3%
BAM
99
Belpointe Asset Management
Nevada
$507K -$24.4K -351 -5%
SBL
100
Sargent Bickham Lagudis
Colorado
$502K