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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
101
Verus Financial Partners
Virginia
$709K +$14.3K +218 +2%
TWP
102
Tempus Wealth Planning
California
$701K +$49K +745 +7%
CMP
103
Courage Miller Partners
Virginia
$696K -$17.7K -269 -2%
Lido Advisors
104
Lido Advisors
California
$695K +$4.14K +63 +0.6%
IF
105
Integrity Financial
Wyoming
$691K -$10.4K -159 -1%
AL
106
Aspiriant LLC
California
$679K -$5K -76 -0.7%
Creative Planning
107
Creative Planning
Kansas
$677K +$2.96K +45 +0.4%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$675K +$20.8K +317 +3%
DT
109
Diversified Trust
Tennessee
$665K -$49.2K -748 -7%
CC
110
Cypress Capital
Tennessee
$634K -$145K -2,202 -18%
WP
111
WealthPLAN Partners
Nebraska
$611K -$526 -8 -0.1%
AWS
112
Atria Wealth Solutions
New York
$606K -$11.3K -172 -2%
LPAM
113
Lodestar Private Asset Management
California
$594K +$82.3K +1,253 +15%
S
114
Syntrinsic
Colorado
$578K +$616K +9,375 New
HFA
115
High Falls Advisors
New York
$567K +$60.1K +914 +11%
HI
116
Harbour Investments
Wisconsin
$566K +$226K +3,434 +63%
MOS
117
MGO One Seven
Ohio
$565K +$95.8K +1,458 +20%
BJL
118
Brighton Jones LLC
Washington
$564K +$36.7K +558 +7%
WWM
119
Western Wealth Management
Colorado
$560K +$147K +2,232 +34%
VA
120
Valmark Advisers
Ohio
$542K +$16.2K +247 +3%
SI
121
SimpliFi Inc
California
$538K -$13.7K -208 -2%
WEG
122
World Equity Group
Illinois
$525K +$40K +609 +8%
FAM
123
Forte Asset Management
New York
$523K +$49.9K +760 +10%
GPWA
124
Great Point Wealth Advisors
Massachusetts
$520K -$11K -167 -2%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$518K -$32.8K -499 -6%