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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Cardan Capital Partners
Colorado
$815K +$415K +5,832 +100%
IA
77
Insight Advisors
Pennsylvania
$775K +$126K +1,763 +20%
PAG
78
Private Advisor Group
New Jersey
$772K +$77.2K +1,084 +11%
JFA
79
JNBA Financial Advisors
Minnesota
$705K +$5.91K +83 +0.8%
HI
80
Harbour Investments
Wisconsin
$694K +$4.91K +69 +0.7%
Creative Planning
81
Creative Planning
Kansas
$675K -$1.78K -25 -0.3%
SWP
82
Summit Wealth Partners
Florida
$675K +$66.7K +937 +11%
CCFM
83
Clear Creek Financial Management
Washington
$660K +$16.5K +231 +3%
TFA
84
Tobias Financial Advisors
Florida
$660K +$22.1K +311 +3%
MIC
85
Means Investment Company
Maine
$656K – – –
DP
86
Divergent Planning
Maryland
$631K -$7.12K -100 -1%
OFG
87
Oxford Financial Group
Indiana
$622K +$427 +6 +0.1%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$606K +$25.9K +363 +4%
SI
89
SimpliFi Inc
California
$601K +$4.06K +57 +0.7%
CCWA
90
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$601K +$613K +8,608 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$597K +$12K +168 +2%
AF
92
Affiance Financial
Minnesota
$560K +$18.1K +254 +3%
TWP
93
Tempus Wealth Planning
California
$534K +$22.6K +318 +4%
TPA
94
Trivium Point Advisory
Connecticut
$529K +$3.13K +44 +0.6%
VA
95
Valmark Advisers
Ohio
$523K +$15.3K +215 +3%
BAM
96
Belpointe Asset Management
Nevada
$520K +$20K +281 +4%
SWP
97
Stratos Wealth Partners
Ohio
$502K +$68K +955 +15%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$500K +$54.8K +769 +12%
SBL
99
Sargent Bickham Lagudis
Colorado
$496K – – –
FSG
100
Financial Strategies Group
Michigan
$488K +$20.9K +294 +4%