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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
101
Tempus Wealth Planning
California
$442K +$37.8K +572 +9%
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$440K +$45.8K +694 +12%
IA
103
Insight Advisors
Pennsylvania
$423K +$1.52K +23 +0.4%
FSG
104
Financial Strategies Group
Michigan
$423K +$39.4K +596 +10%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$420K -$21.3K -323 -5%
DT
106
Diversified Trust
Tennessee
$413K +$53.6K +812 +15%
MA
107
Mezzasalma Advisors
New Jersey
$396K -$1.45K -22 -0.4%
MHS
108
M Holdings Securities
Oregon
$390K +$385K +5,825 New
CWM
109
Cornerstone Wealth Management
Missouri
$387K -$270K -4,093 -41%
OGF
110
Orin Green Financial
California
$379K
WP
111
WealthPLAN Partners
Nebraska
$372K -$3.17K -48 -0.9%
CFA
112
Cahill Financial Advisors
Minnesota
$372K -$594 -9 -0.2%
GWM
113
Geneos Wealth Management
Colorado
$359K +$2.71K +41 +0.8%
SWA
114
Sightline Wealth Advisors
Connecticut
$357K +$11.6K +175 +3%
SWP
115
Stratos Wealth Partners
Ohio
$351K +$88.5K +1,340 +34%
C1AG
116
Client 1st Advisory Group
Florida
$348K -$27.1K -410 -7%
JWA
117
JFS Wealth Advisors
Pennsylvania
$339K +$1.19K +18 +0.4%
CA
118
Cetera Advisors
Colorado
$331K +$859 +13 +0.3%
TFO
119
Tarbox Family Office
California
$329K
CJA
120
C-J Advisory
California
$328K +$16.6K +251 +5%
CWP
121
Corepath Wealth Partners
Arizona
$324K -$34.9K -528 -10%
TFA
122
TPG Financial Advisors
Oregon
$310K +$33.9K +514 +12%
CFGS
123
Concourse Financial Group Securities
Alabama
$302K
Citigroup
124
Citigroup
New York
$291K +$99K +1,499 +53%
MWM
125
Mission Wealth Management
California
$284K