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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
$923K +$28.2K +438 +3%
RJA
77
Raymond James & Associates
Florida
$922K -$973K -15,128 -52%
UCFA
78
United Capital Financial Advisors
Texas
$912K +$62.7K +974 +8%
SWP
79
Summit Wealth Partners
Florida
$912K +$22.6K +352 +3%
AF
80
Advisornet Financial
Minnesota
$902K -$95K -1,477 -10%
Mariner
81
Mariner
Kansas
$886K -$40.5K -629 -4%
CA
82
CGN Advisors
Kansas
$848K +$91.6K +1,424 +13%
IA
83
Insight Advisors
Pennsylvania
$826K +$6.37K +99 +0.8%
WFAG
84
Worth Financial Advisory Group
North Carolina
$812K +$31.7K +493 +4%
CC
85
Cypress Capital
Tennessee
$808K +$13.8K +214 +2%
JFA
86
JNBA Financial Advisors
Minnesota
$793K +$38.1K +593 +5%
EA
87
Efficient Advisors
Ohio
$762K -$13.7K -213 -2%
ASN
88
Advisory Services Network
Georgia
$752K -$89.2K -1,386 -11%
CMP
89
Courage Miller Partners
Virginia
$745K -$12.7K -197 -2%
DAS
90
Dynamic Advisor Solutions
Arizona
$745K +$517K +8,040 +252%
DT
91
Diversified Trust
Tennessee
$744K +$8.81K +137 +1%
VFP
92
Verus Financial Partners
Virginia
$740K -$15.3K -238 -2%
GM
93
GeoWealth Management
Illinois
$738K +$716K +11,123 New
IF
94
Integrity Financial
Wyoming
$733K -$139K -2,167 -16%
Lido Advisors
95
Lido Advisors
California
$722K +$14.4K +224 +2%
FCA
96
FinTrust Capital Advisors
South Carolina
$716K
AL
97
Aspiriant LLC
California
$715K +$9.97K +155 +1%
HighTower Advisors
98
HighTower Advisors
Illinois
$713K +$168K +2,615 +32%
CPG
99
Cornerstone Planning Group
New Jersey
$705K +$684K +10,627 New
Creative Planning
100
Creative Planning
Kansas
$704K -$9.33K -145 -1%