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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$851K +$36K +577 +5%
IF
77
Integrity Financial
Wyoming
$840K -$36.3K -581 -4%
UCFA
78
United Capital Financial Advisors
Texas
$812K +$70.8K +1,134 +10%
RAG
79
RIA Advisory Group
Iowa
$812K -$1.56K -25 -0.2%
ASN
80
Advisory Services Network
Georgia
$809K -$1.18M -18,898 -60%
WP
81
Westmount Partners
California
$808K +$4.68K +75 +0.6%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$808K -$1.6M -25,554 -67%
IA
83
Insight Advisors
Pennsylvania
$785K +$11.5K +184 +2%
CC
84
Cypress Capital
Tennessee
$761K -$52.9K -847 -7%
JP Morgan Chase
85
JP Morgan Chase
New York
$749K +$529K +8,463 +256%
WFAG
86
Worth Financial Advisory Group
North Carolina
$747K +$18.9K +303 +3%
EA
87
Efficient Advisors
Ohio
$744K -$9.74K -156 -1%
CMP
88
Courage Miller Partners
Virginia
$727K +$27K +433 +4%
CA
89
CGN Advisors
Kansas
$723K +$374K +5,990 +112%
JFA
90
JNBA Financial Advisors
Minnesota
$722K -$39.7K -636 -5%
FCA
91
FinTrust Capital Advisors
South Carolina
$716K
VFP
92
Verus Financial Partners
Virginia
$711K +$17.3K +277 +3%
DT
93
Diversified Trust
Tennessee
$705K +$32.2K +515 +5%
Creative Planning
94
Creative Planning
Kansas
$684K -$2K -32 -0.3%
Lido Advisors
95
Lido Advisors
California
$677K +$456K +7,300 +218%
AL
96
Aspiriant LLC
California
$676K -$36.2K -579 -5%
OFG
97
Oxford Financial Group
Indiana
$670K -$37.8K -605 -5%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$653K -$5.73M -91,686 -90%
MCWS
99
McKinley Carter Wealth Services
West Virginia
$642K +$999 +16 +0.2%
TWP
100
Tempus Wealth Planning
California
$632K +$4.81K +77 +0.8%