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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
101
Financial Strategies Group
Michigan
$473K +$26.2K +377 +6%
ARC
102
Advisor Resource Council
Texas
$459K +$451K +6,491 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$454K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$451K +$211K +3,036 +91%
OIA
105
OneDigital Investment Advisors
Kansas
$443K +$204K +2,937 +88%
SWP
106
Stratos Wealth Partners
Ohio
$440K +$69K +992 +19%
UCFA
107
United Capital Financial Advisors
Texas
$434K -$109K -1,569 -20%
DT
108
Diversified Trust
Tennessee
$433K -$2.71K -39 -0.6%
BSWM
109
Boston Standard Wealth Management
Massachusetts
$431K -$13.1K -188 -3%
OGF
110
Orin Green Financial
California
$428K +$27.5K +395 +7%
SWM
111
Sugarloaf Wealth Management
Georgia
$414K +$406K +5,842 +38,947%
CCP
112
Cardan Capital Partners
Colorado
$413K +$407K +5,846 New
CWM
113
Cornerstone Wealth Management
Missouri
$409K +$70 +1 +0%
MA
114
Mezzasalma Advisors
New Jersey
$403K -$15.2K -218 -4%
WP
115
WealthPLAN Partners
Nebraska
$401K +$13.3K +191 +4%
CWP
116
Corepath Wealth Partners
Arizona
$399K +$60.2K +866 +18%
CPFP
117
Clear Perspectives Financial Planning
Ohio
$397K -$102K -1,463 -21%
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$396K -$66.8K -961 -15%
CFA
119
Cahill Financial Advisors
Minnesota
$393K +$348 +5 +0.1%
SWA
120
Sightline Wealth Advisors
Connecticut
$384K +$7.16K +103 +2%
HighTower Advisors
121
HighTower Advisors
Illinois
$366K -$129K -1,853 -26%
CA
122
Cetera Advisors
Colorado
$359K +$8.7K +125 +3%
BJL
123
Brighton Jones LLC
Washington
$359K +$92.5K +1,330 +36%
C1AG
124
Client 1st Advisory Group
Florida
$356K -$10.3K -148 -3%
TFA
125
TPG Financial Advisors
Oregon
$355K +$27.1K +390 +8%