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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$1.56M -$92.2K -1,213 -6%
Mariner
77
Mariner
Kansas
$1.45M +$49.5K +652 +4%
CG
78
Cynosure Group
Utah
$1.44M
PAG
79
Private Advisor Group
New Jersey
$1.42M -$136K -1,785 -9%
CA
80
CGN Advisors
Kansas
$1.38M +$50.8K +669 +4%
FCA
81
FinTrust Capital Advisors
South Carolina
$1.37M +$18.3K +241 +1%
OCM
82
One Capital Management
California
$1.36M -$41K -540 -3%
CF
83
Corrigan Financial
Rhode Island
$1.29M +$31.5K +415 +3%
TFA
84
Tobias Financial Advisors
Florida
$1.29M +$22.9K +302 +2%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$1.28M +$37.2K +489 +3%
SWP
86
Summit Wealth Partners
Florida
$1.22M +$90.1K +1,186 +8%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.21M -$61.9K -815 -5%
TWP
88
Tempus Wealth Planning
California
$1.2M +$141K +1,861 +14%
WFAG
89
Worth Financial Advisory Group
North Carolina
$1.19M -$11.4K -150 -1%
WC
90
Waterloo Capital
Texas
$1.18M +$381K +5,010 +50%
CPG
91
Cornerstone Planning Group
New Jersey
$1.1M -$76.7K -1,009 -7%
Creative Planning
92
Creative Planning
Kansas
$1.06M -$6.15K -81 -0.6%
IA
93
Insight Advisors
Pennsylvania
$1.06M +$8.36K +110 +0.8%
MMA
94
Miracle Mile Advisors
California
$1.05M +$59.6K +785 +6%
PSCM
95
Per Stirling Capital Management
Texas
$1.05M +$8.36K +110 +0.8%
MAM
96
Mainsail Asset Management
Alabama
$1.03M +$143K +1,885 +17%
AWS
97
Atria Wealth Solutions
New York
$1.03M -$130K -1,708 -12%
CCFM
98
Clear Creek Financial Management
Washington
$972K -$10.8K -142 -1%
NAS
99
Nicolet Advisory Services
Wisconsin
$966K -$70.8K -932 -7%
UCFA
100
United Capital Financial Advisors
Texas
$939K -$6.23K -82 -0.7%