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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$478K -$52.5K -737 -10%
DT
102
Diversified Trust
Tennessee
$472K +$44.7K +628 +10%
UCFA
103
United Capital Financial Advisors
Texas
$437K +$8.76K +123 +2%
WP
104
WealthPLAN Partners
Nebraska
$437K +$30.1K +422 +8%
AFP
105
Ausdal Financial Partners
Iowa
$430K +$439K +6,164 New
BSWM
106
Boston Standard Wealth Management
Massachusetts
$426K +$71 +1 +0%
OGF
107
Orin Green Financial
California
$424K +$926 +13 +0.2%
CWP
108
Corepath Wealth Partners
Arizona
$415K +$25K +351 +6%
SWM
109
Sugarloaf Wealth Management
Georgia
$408K -$427 -6 -0.1%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$399K – – –
MFGP
111
Marshall Financial Group (Pennsylvania)
Pennsylvania
$399K +$7.62K +107 +2%
MA
112
Mezzasalma Advisors
New Jersey
$397K -$356 -5 -0.1%
CWM
113
Cornerstone Wealth Management
Missouri
$393K -$11.8K -166 -3%
CA
114
Cetera Advisors
Colorado
$390K +$36.4K +511 +10%
CFA
115
Cahill Financial Advisors
Minnesota
$389K +$1.07K +15 +0.3%
TFA
116
TPG Financial Advisors
Oregon
$385K +$34.3K +482 +10%
BJL
117
Brighton Jones LLC
Washington
$366K +$11.9K +167 +3%
C1AG
118
Client 1st Advisory Group
Florida
$365K +$12.7K +178 +4%
CPFP
119
Clear Perspectives Financial Planning
Ohio
$364K -$29.5K -414 -7%
HighTower Advisors
120
HighTower Advisors
Illinois
$355K -$8.05K -113 -2%
SWA
121
Sightline Wealth Advisors
Connecticut
$334K -$45.4K -638 -12%
TFO
122
Tarbox Family Office
California
$333K -$4.77K -67 -1%
FCA
123
FinTrust Capital Advisors
South Carolina
$326K +$36K +506 +12%
CFGS
124
Concourse Financial Group Securities
Alabama
$323K -$8.05K -113 -2%
Lido Advisors
125
Lido Advisors
California
$313K +$13K +183 +4%