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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$857K -$88.4K -1,415 -10%
SWP
77
Summit Wealth Partners
Florida
$851K +$36K +577 +5%
IF
78
Integrity Financial
Wyoming
$840K -$36.3K -581 -4%
UCFA
79
United Capital Financial Advisors
Texas
$812K +$70.8K +1,134 +10%
RAG
80
RIA Advisory Group
Iowa
$812K -$1.56K -25 -0.2%
ASN
81
Advisory Services Network
Georgia
$809K -$1.18M -18,898 -60%
WP
82
Westmount Partners
California
$808K +$4.68K +75 +0.6%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$808K -$1.6M -25,554 -67%
IA
84
Insight Advisors
Pennsylvania
$785K +$11.5K +184 +2%
CC
85
Cypress Capital
Tennessee
$761K -$52.9K -847 -7%
JP Morgan Chase
86
JP Morgan Chase
New York
$749K +$529K +8,463 +256%
WFAG
87
Worth Financial Advisory Group
North Carolina
$747K +$18.9K +303 +3%
EA
88
Efficient Advisors
Ohio
$744K -$9.74K -156 -1%
CMP
89
Courage Miller Partners
Virginia
$727K +$27K +433 +4%
CA
90
CGN Advisors
Kansas
$723K +$374K +5,990 +112%
JFA
91
JNBA Financial Advisors
Minnesota
$722K -$39.7K -636 -5%
FCA
92
FinTrust Capital Advisors
South Carolina
$716K – – –
VFP
93
Verus Financial Partners
Virginia
$711K +$17.3K +277 +3%
DT
94
Diversified Trust
Tennessee
$705K +$32.2K +515 +5%
Creative Planning
95
Creative Planning
Kansas
$684K -$2K -32 -0.3%
Lido Advisors
96
Lido Advisors
California
$677K +$456K +7,300 +218%
AL
97
Aspiriant LLC
California
$676K -$36.2K -579 -5%
OFG
98
Oxford Financial Group
Indiana
$670K -$37.8K -605 -5%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$653K -$5.73M -91,686 -90%
MCWS
100
McKinley Carter Wealth Services
West Virginia
$642K +$999 +16 +0.2%