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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
101
Client 1st Advisory Group
Florida
$364K +$17.5K +287 +5%
OGF
102
Orin Green Financial
California
$364K +$346K +5,664 New
WP
103
WealthPLAN Partners
Nebraska
$360K -$204K -3,339 -38%
CFA
104
Cahill Financial Advisors
Minnesota
$357K +$26K +425 +8%
OFG
105
Oxford Financial Group
Indiana
$353K +$163K +2,672 +95%
DT
106
Diversified Trust
Tennessee
$344K +$11.1K +181 +3%
CWP
107
Corepath Wealth Partners
Arizona
$338K +$321K +5,257 New
HighTower Advisors
108
HighTower Advisors
Illinois
$336K +$77.5K +1,268 +32%
IA
109
IFP Advisors
Florida
$336K +$78.9K +1,290 +32%
SWA
110
Sightline Wealth Advisors
Connecticut
$331K +$315K +5,150 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$324K +$795 +13 +0.3%
CA
112
Cetera Advisors
Colorado
$317K +$367 +6 +0.1%
TFO
113
Tarbox Family Office
California
$315K +$15.6K +255 +5%
CJA
114
C-J Advisory
California
$299K +$31.3K +512 +12%
JAWM
115
J. Arnold Wealth Management
Ohio
$296K -$20.8K -340 -7%
BJL
116
Brighton Jones LLC
Washington
$294K +$48.8K +799 +21%
BOPW
117
Brandywine Oak Private Wealth
Pennsylvania
$291K +$917 +15 +0.3%
CFGS
118
Concourse Financial Group Securities
Alabama
$289K
MWM
119
Mission Wealth Management
California
$272K +$259K +4,242 New
TFA
120
TPG Financial Advisors
Oregon
$265K +$3.73K +61 +2%
MPPLM
121
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$264K +$17.6K +288 +8%
MA
122
Mutual Advisors
Nebraska
$260K +$23.8K +390 +11%
KWM
123
Keebeck Wealth Management
Illinois
$253K +$241K +3,940 New
SWP
124
Stratos Wealth Partners
Ohio
$250K -$745K -12,193 -76%
GPWA
125
Great Point Wealth Advisors
Massachusetts
$249K -$22.4K -366 -9%