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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
$632K +$4.81K +77 +0.8%
MOS
102
MGO One Seven
Ohio
$631K -$11.9K -190 -2%
NGA
103
Naples Global Advisors
Florida
$625K -$246K -3,942 -29%
CCFM
104
Clear Creek Financial Management
Washington
$605K +$126K +2,012 +27%
AWS
105
Atria Wealth Solutions
New York
$588K -$23K -369 -4%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$573K -$724K -11,589 -56%
SI
107
SimpliFi Inc
California
$545K +$13.6K +218 +3%
AWM
108
Avior Wealth Management
Nebraska
$544K +$18.7K +299 +4%
BJL
109
Brighton Jones LLC
Washington
$543K +$120K +1,916 +29%
GPWA
110
Great Point Wealth Advisors
Massachusetts
$532K -$71.8K -1,149 -12%
LPAM
111
Lodestar Private Asset Management
California
$532K +$38K +608 +8%
VA
112
Valmark Advisers
Ohio
$525K +$33.5K +536 +7%
HighTower Advisors
113
HighTower Advisors
Illinois
$512K -$106K -1,693 -17%
5SA
114
5th Street Advisors
Connecticut
$503K -$117K -1,879 -19%
TFO
115
Tarbox Family Office
California
$502K -$12.1K -193 -2%
HFA
116
High Falls Advisors
New York
$500K +$26.9K +430 +6%
WP
117
WealthPLAN Partners
Nebraska
$500K -$6.68K -107 -1%
SWP
118
Stratos Wealth Partners
Ohio
$475K -$55.8K -894 -11%
FAM
119
Forte Asset Management
New York
$472K +$3.12K +50 +0.7%
TPA
120
Trivium Point Advisory
Connecticut
$466K – – –
MIC
121
Means Investment Company
Maine
$464K -$81.4K -1,303 -15%
BSWM
122
Boston Standard Wealth Management
Massachusetts
$460K +$33K +528 +8%
OIA
123
OneDigital Investment Advisors
Kansas
$453K -$81K -1,297 -15%
SFG
124
Sovereign Financial Group
Connecticut
$451K -$219K -3,506 -33%
CA
125
Cetera Advisors
Colorado
$449K -$32.5K -521 -7%