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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
76
Verus Financial Partners
Virginia
$789K -$426K -6,700 -34%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$756K -$449K -7,049 -36%
CC
78
Cypress Capital
Tennessee
$749K -$103K -1,611 -11%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$748K -$81.7K -1,283 -9%
W
80
Wealthquest
Ohio
$746K -$105K -1,657 -12%
IA
81
Insight Advisors
Pennsylvania
$730K -$16.5K -260 -2%
EA
82
Efficient Advisors
Ohio
$728K -$56.1K -882 -7%
EIG
83
Ellenbecker Investment Group
Wisconsin
$727K +$317K +4,977 +69%
Northern Trust
84
Northern Trust
Illinois
$719K
CMP
85
Courage Miller Partners
Virginia
$701K -$128K -2,007 -15%
OAM
86
Oak Asset Management
California
$701K +$745K +11,698 New
SWP
87
Summit Wealth Partners
Florida
$671K +$46K +723 +7%
JFA
88
JNBA Financial Advisors
Minnesota
$650K +$2.74K +43 +0.4%
SFG
89
Sovereign Financial Group
Connecticut
$639K -$657K -10,330 -49%
5SA
90
5th Street Advisors
Connecticut
$637K +$382 +6 +0.1%
Creative Planning
91
Creative Planning
Kansas
$633K +$3.56K +56 +0.5%
OFG
92
Oxford Financial Group
Indiana
$633K +$11.8K +185 +2%
HighTower Advisors
93
HighTower Advisors
Illinois
$608K +$150K +2,364 +30%
TWP
94
Tempus Wealth Planning
California
$585K +$28.8K +452 +5%
DT
95
Diversified Trust
Tennessee
$572K +$54.5K +856 +10%
CIAS
96
Capital Investment Advisory Services
North Carolina
$565K -$410K -6,442 -41%
AWM
97
Avior Wealth Management
Nebraska
$564K +$1.4K +22 +0.2%
GPWA
98
Great Point Wealth Advisors
Massachusetts
$539K +$11.8K +185 +2%
AWS
99
Atria Wealth Solutions
New York
$537K +$17.9K +281 +3%
IA
100
IFP Advisors
Florida
$528K