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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$1.51M +$20.1K +258 +1%
Mariner
77
Mariner
Kansas
$1.48M +$169K +2,164 +13%
CA
78
CGN Advisors
Kansas
$1.47M +$93.6K +1,201 +7%
CIP
79
Capital Insight Partners
Arizona
$1.47M -$37K -475 -2%
MFS
80
Madrid Financial Services
California
$1.46M +$1.23M +15,840 +496%
CG
81
Cynosure Group
Utah
$1.39M
PGF
82
Plan Group Financial
Oklahoma
$1.33M -$192K -2,466 -12%
OMC
83
Old Mission Capital
Illinois
$1.32M +$1.34M +17,244 New
CF
84
Corrigan Financial
Rhode Island
$1.26M +$67.8K +870 +6%
WC
85
Waterloo Capital
Texas
$1.25M +$450K +5,774 +55%
WFAG
86
Worth Financial Advisory Group
North Carolina
$1.24M +$90.1K +1,157 +8%
TWP
87
Tempus Wealth Planning
California
$1.23M +$30.2K +388 +2%
TFA
88
Tobias Financial Advisors
Florida
$1.22M -$105K -1,350 -8%
SWP
89
Summit Wealth Partners
Florida
$1.2M +$25.1K +322 +2%
PAG
90
Private Advisor Group
New Jersey
$1.19M -$4.75K -61 -0.4%
CWA
91
Centerline Wealth Advisors
Kentucky
$1.15M +$94.8K +1,217 +9%
CPG
92
Cornerstone Planning Group
New Jersey
$1.12M +$68.1K +874 +6%
TFS
93
Thoroughbred Financial Services
Tennessee
$1.09M +$556K +7,141 +101%
SWP
94
Sagespring Wealth Partners
Tennessee
$1.08M +$7.79K +100 +0.7%
UCFA
95
United Capital Financial Advisors
Texas
$1.07M +$79K +1,014 +8%
GCM
96
Gallacher Capital Management
Colorado
$1.04M +$468K +6,001 +79%
BWP
97
BlueStem Wealth Partners
Minnesota
$1.04M -$24.1K -309 -2%
Creative Planning
98
Creative Planning
Kansas
$1.03M +$18.9K +243 +2%
TPWA
99
TRUE Private Wealth Advisors
Oregon
$1.03M -$191K -2,456 -15%
PSCM
100
Per Stirling Capital Management
Texas
$999K -$16.9K -217 -2%