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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
Astoria Portfolio Advisors
New York
$1.19M +$1.14M +13,414 New
Creative Planning
102
Creative Planning
Kansas
$1.18M -$464K -5,445 -29%
MAM
103
Mainsail Asset Management
Alabama
$1.17M +$18.4K +216 +2%
PGF
104
Plan Group Financial
Oklahoma
$1.14M -$229K -2,685 -17%
AL
105
Aspiriant LLC
California
$1.13M +$11.1K +130 +1%
NAS
106
Nicolet Advisory Services
Wisconsin
$1.11M -$255 -3 -0%
WEG
107
World Equity Group
Illinois
$1.09M +$26.4K +310 +3%
SWP
108
Stratos Wealth Partners
Ohio
$1.08M +$101K +1,186 +11%
BWP
109
BlueStem Wealth Partners
Minnesota
$1.08M -$117K -1,376 -10%
PWM
110
Prentice Wealth Management
New York
$1.07M +$98.6K +1,158 +11%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$1.06M
HFA
112
High Falls Advisors
New York
$1.02M +$9.2K +108 +0.9%
CIA
113
Concurrent Investment Advisors
Florida
$1.01M +$8.35K +98 +0.9%
MWM
114
Mission Wealth Management
California
$1.01M +$604K +7,089 +164%
MW
115
Maia Wealth
Colorado
$997K +$251K +2,942 +36%
AIM
116
Acropolis Investment Management
Missouri
$935K +$644K +7,566 +208%
AWM
117
Avior Wealth Management
Nebraska
$932K +$14.5K +170 +2%
DT
118
Diversified Trust
Tennessee
$927K +$39.9K +468 +5%
SPIA
119
Steward Partners Investment Advisory
New York
$922K +$26.7K +314 +3%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$920K -$207K -2,436 -19%
BL
121
BCWM LLC
Kansas
$911K -$766 -9 -0.1%
VA
122
Valmark Advisers
Ohio
$895K +$13K +153 +2%
IWC
123
Integrated Wealth Concepts
Massachusetts
$888K +$76.2K +895 +10%
SL
124
Sentinus LLC
Illinois
$874K +$2.73K +32 +0.3%
SFGP
125
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$873K +$16.1K +189 +2%