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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Oxford Financial Group
Indiana
$666K +$46.5K +786 +8%
CMP
102
Courage Miller Partners
Virginia
$657K -$30.7K -518 -4%
Creative Planning
103
Creative Planning
Kansas
$645K +$64.8K +1,095 +11%
CPG
104
Cornerstone Planning Group
New Jersey
$643K +$612K +10,346 New
SFG
105
Sovereign Financial Group
Connecticut
$633K -$155K -2,616 -20%
DT
106
Diversified Trust
Tennessee
$631K +$45.8K +774 +8%
MCWS
107
McKinley Carter Wealth Services
West Virginia
$602K -$5.8K -98 -1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$600K -$1.21M -20,447 -67%
TWP
109
Tempus Wealth Planning
California
$589K -$31.1K -525 -5%
5SA
110
5th Street Advisors
Connecticut
$585K -$32.8K -554 -5%
HighTower Advisors
111
HighTower Advisors
Illinois
$580K +$103K +1,734 +22%
AWS
112
Atria Wealth Solutions
New York
$575K +$16.8K +284 +3%
GPWA
113
Great Point Wealth Advisors
Massachusetts
$568K +$30.5K +515 +6%
MIC
114
Means Investment Company
Maine
$514K -$1.72K -29 -0.3%
WIM
115
WealthPlan Investment Management
Nebraska
$509K +$162K +2,729 +52%
WP
116
WealthPLAN Partners
Nebraska
$509K +$471K +7,964 New
OIA
117
OneDigital Investment Advisors
Kansas
$503K +$29.3K +495 +6%
SWP
118
Stratos Wealth Partners
Ohio
$500K +$6.87K +116 +1%
SI
119
SimpliFi Inc
California
$499K +$1.72K +29 +0.3%
AWM
120
Avior Wealth Management
Nebraska
$493K -$14.7K -248 -3%
TFO
121
Tarbox Family Office
California
$483K +$189K +3,195 +65%
CIAS
122
Capital Investment Advisory Services
North Carolina
$480K -$86.8K -1,466 -15%
LPAM
123
Lodestar Private Asset Management
California
$463K +$459K +7,751 New
VA
124
Valmark Advisers
Ohio
$461K +$1.48K +25 +0.3%
MOS
125
MGO One Seven
Ohio
$459K +$54.5K +920 +10%