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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$741K +$812K +13,365 New
SFG
77
Sovereign Financial Group
Connecticut
$733K +$155K +2,548 +24%
AF
78
Allworth Financial
California
$714K -$107K -1,768 -12%
LAM
79
LFS Asset Management
California
$709K -$109K -1,789 -12%
IA
80
Insight Advisors
Pennsylvania
$706K +$71.2K +1,172 +10%
W
81
Wealthquest
Ohio
$701K +$11.8K +194 +2%
CC
82
Cypress Capital
Tennessee
$692K -$1.64K -27 -0.2%
Citadel Advisors
83
Citadel Advisors
Florida
$684K +$750K +12,337 New
JFA
84
JNBA Financial Advisors
Minnesota
$674K +$79.7K +1,311 +12%
SWP
85
Summit Wealth Partners
Florida
$674K +$57.4K +945 +8%
EA
86
Efficient Advisors
Ohio
$668K -$6.2K -102 -0.8%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$661K +$381K +6,269 +111%
VFP
88
Verus Financial Partners
Virginia
$640K -$96.1K -1,582 -12%
CMP
89
Courage Miller Partners
Virginia
$639K -$11K -181 -2%
TWP
90
Tempus Wealth Planning
California
$576K +$37.6K +619 +6%
OFG
91
Oxford Financial Group
Indiana
$574K -$13.2K -217 -2%
5SA
92
5th Street Advisors
Connecticut
$573K -$18.1K -298 -3%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$564K -$184K -3,036 -23%
UCFA
94
United Capital Financial Advisors
Texas
$550K +$107K +1,758 +22%
DT
95
Diversified Trust
Tennessee
$543K +$14.3K +235 +2%
Creative Planning
96
Creative Planning
Kansas
$538K -$53.4K -879 -8%
IA
97
IFP Advisors
Florida
$532K +$2.79K +46 +0.5%
CIAS
98
Capital Investment Advisory Services
North Carolina
$527K +$4.32K +71 +0.8%
AWS
99
Atria Wealth Solutions
New York
$518K +$22.1K +364 +4%
GPWA
100
Great Point Wealth Advisors
Massachusetts
$499K – – –