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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$1.27M -$820 -9 -0.1%
CPG
102
Cornerstone Planning Group
New Jersey
$1.26M +$104K +1,138 +9%
BPWM
103
Badgley Phelps Wealth Managers
Washington
$1.24M
SL
104
Sentinus LLC
Illinois
$1.23M +$54.6K +599 +4%
MAM
105
Mainsail Asset Management
Alabama
$1.22M +$36K +395 +3%
MIAS
106
Mason Investment Advisory Services
Virginia
$1.19M +$181K +1,988 +17%
AL
107
Aspiriant LLC
California
$1.18M +$8.38K +92 +0.7%
IWC
108
Integrated Wealth Concepts
Massachusetts
$1.15M +$787K +8,642 +199%
WFAG
109
Worth Financial Advisory Group
North Carolina
$1.13M -$290K -3,183 -22%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$1.13M +$864K +9,490 +265%
BWP
111
BlueStem Wealth Partners
Minnesota
$1.12M +$15.4K +169 +1%
NB
112
Nicolet Bankshares
Wisconsin
$1.12M +$1.14M +12,554 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.11M +$1.15M +12,584 New
NWM
114
Northwest Wealth Management
Iowa
$1.08M -$372K -4,086 -25%
TWM
115
Thryve Wealth Management
Texas
$1.07M +$8.74K +96 +0.8%
PWM
116
Prentice Wealth Management
New York
$1.06M -$212K -2,332 -16%
AIM
117
Acropolis Investment Management
Missouri
$1.05M +$57.6K +632 +6%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$1.05M +$4.28K +47 +0.4%
Citadel Advisors
119
Citadel Advisors
Florida
$1.04M +$1.07M +11,801 New
AFG
120
ABLE Financial Group
Arizona
$1.03M +$120K +1,320 +13%
CIA
121
Concurrent Investment Advisors
Florida
$1.02M -$11.7K -128 -1%
DT
122
Diversified Trust
Tennessee
$973K -$2.55K -28 -0.3%
WEG
123
World Equity Group
Illinois
$965K +$7.74K +85 +0.8%
HNWAG
124
High Net Worth Advisory Group
Florida
$956K +$510K +5,600 +108%
DWM
125
Diversify Wealth Management
Utah
$956K +$465K +5,102 +100%