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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
101
Means Investment Company
Maine
$607K -$10.1K -146 -2%
GPWA
102
Great Point Wealth Advisors
Massachusetts
$607K +$3.39K +49 +0.6%
DT
103
Diversified Trust
Tennessee
$600K +$86.2K +1,247 +17%
AWS
104
Atria Wealth Solutions
New York
$599K +$601K +8,691 New
SI
105
SimpliFi Inc
California
$552K +$622 +9 +0.1%
HighTower Advisors
106
HighTower Advisors
Illinois
$541K +$32.4K +468 +6%
CWM
107
CCG Wealth Management
California
$539K +$540K +7,815 New
IA
108
IFP Advisors
Florida
$528K +$366K +5,297 +123%
VA
109
Valmark Advisers
Ohio
$519K -$66.7K -964 -11%
TPA
110
Trivium Point Advisory
Connecticut
$516K
UCFA
111
United Capital Financial Advisors
Texas
$504K +$53K +767 +12%
SWP
112
Stratos Wealth Partners
Ohio
$497K -$5.6K -81 -1%
FPS
113
Fieldpoint Private Securities
Connecticut
$496K +$498K +7,200 New
EIG
114
Ellenbecker Investment Group
Wisconsin
$494K +$296K +4,280 +148%
HFA
115
High Falls Advisors
New York
$492K +$167K +2,411 +51%
SBL
116
Sargent Bickham Lagudis
Colorado
$490K
DP
117
Divergent Planning
Maryland
$481K -$35.9K -519 -7%
WEG
118
World Equity Group
Illinois
$479K +$480K +6,941 New
JWA
119
JFS Wealth Advisors
Pennsylvania
$454K
CA
120
Cetera Advisors
Colorado
$452K +$89.7K +1,297 +25%
BAM
121
Belpointe Asset Management
Nevada
$447K -$61.4K -888 -12%
MFGP
122
Marshall Financial Group (Pennsylvania)
Pennsylvania
$438K +$30.6K +443 +7%
BSWM
123
Boston Standard Wealth Management
Massachusetts
$437K +$17.8K +257 +4%
C1AG
124
Client 1st Advisory Group
Florida
$432K +$62K +896 +17%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$432K +$433K +6,266 New