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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$821K +$45.5K +698 +6%
EA
102
Efficient Advisors
Ohio
$786K -$12.2K -187 -2%
HighTower Advisors
103
HighTower Advisors
Illinois
$780K -$22.5K -346 -3%
UCFA
104
United Capital Financial Advisors
Texas
$774K -$141K -2,162 -16%
Lido Advisors
105
Lido Advisors
California
$771K +$14.7K +226 +2%
DT
106
Diversified Trust
Tennessee
$771K +$45K +691 +7%
MAM
107
Mainsail Asset Management
Alabama
$769K +$726K +11,142 New
TWP
108
Tempus Wealth Planning
California
$743K -$18.5K -284 -3%
VFP
109
Verus Financial Partners
Virginia
$737K -$38.5K -591 -5%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$737K +$2.08K +32 +0.3%
AF
111
Advisornet Financial
Minnesota
$730K -$51.2K -786 -7%
IF
112
Integrity Financial
Wyoming
$725K -$25.4K -389 -4%
AL
113
Aspiriant LLC
California
$725K -$13.6K -209 -2%
W
114
Wealthquest
Ohio
$697K -$174K -2,670 -21%
LPAM
115
Lodestar Private Asset Management
California
$695K +$45.4K +697 +7%
JP Morgan Chase
116
JP Morgan Chase
New York
$689K +$488K +7,488 +300%
S
117
Syntrinsic
Colorado
$675K +$45.4K +696 +7%
CC
118
Cypress Capital
Tennessee
$667K -$20.7K -317 -3%
CMP
119
Courage Miller Partners
Virginia
$646K -$105K -1,609 -15%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$646K -$1.69M -25,902 -73%
WEG
121
World Equity Group
Illinois
$640K +$65K +997 +12%
MOS
122
MGO One Seven
Ohio
$638K +$22.7K +348 +4%
HFA
123
High Falls Advisors
New York
$626K +$9.45K +145 +2%
BJL
124
Brighton Jones LLC
Washington
$619K +$5.54K +85 +1%
WWM
125
Western Wealth Management
Colorado
$617K +$7.17K +110 +1%