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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Insight Advisors
Pennsylvania
$775K +$126K +1,763 +20%
PAG
77
Private Advisor Group
New Jersey
$772K +$77.2K +1,084 +11%
JFA
78
JNBA Financial Advisors
Minnesota
$705K +$5.91K +83 +0.8%
HI
79
Harbour Investments
Wisconsin
$694K +$4.91K +69 +0.7%
Creative Planning
80
Creative Planning
Kansas
$675K -$1.78K -25 -0.3%
SWP
81
Summit Wealth Partners
Florida
$675K +$66.7K +937 +11%
CCFM
82
Clear Creek Financial Management
Washington
$660K +$16.5K +231 +3%
TFA
83
Tobias Financial Advisors
Florida
$660K +$22.1K +311 +3%
MIC
84
Means Investment Company
Maine
$656K
DP
85
Divergent Planning
Maryland
$631K -$7.12K -100 -1%
OFG
86
Oxford Financial Group
Indiana
$622K +$427 +6 +0.1%
GPWA
87
Great Point Wealth Advisors
Massachusetts
$606K +$25.9K +363 +4%
SI
88
SimpliFi Inc
California
$601K +$4.06K +57 +0.7%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$601K +$613K +8,608 New
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$597K +$12K +168 +2%
AF
91
Affiance Financial
Minnesota
$560K +$18.1K +254 +3%
TWP
92
Tempus Wealth Planning
California
$534K +$22.6K +318 +4%
TPA
93
Trivium Point Advisory
Connecticut
$529K +$3.13K +44 +0.6%
VA
94
Valmark Advisers
Ohio
$523K +$15.3K +215 +3%
BAM
95
Belpointe Asset Management
Nevada
$520K +$20K +281 +4%
SWP
96
Stratos Wealth Partners
Ohio
$502K +$68K +955 +15%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K +$54.8K +769 +12%
SBL
98
Sargent Bickham Lagudis
Colorado
$496K
FSG
99
Financial Strategies Group
Michigan
$488K +$20.9K +294 +4%
JWA
100
JFS Wealth Advisors
Pennsylvania
$478K -$52.5K -737 -10%