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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
126
Orin Green Financial
California
$426K +$428K +6,183 New
SWM
127
Sugarloaf Wealth Management
Georgia
$416K +$6.85K +99 +2%
FSG
128
Financial Strategies Group
Michigan
$410K +$35.2K +509 +9%
CFA
129
Cahill Financial Advisors
Minnesota
$399K
TFA
130
TPG Financial Advisors
Oregon
$399K +$12K +174 +3%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394K -$108K -1,555 -21%
CWM
132
Cornerstone Wealth Management
Missouri
$387K -$830 -12 -0.2%
MA
133
Mezzasalma Advisors
New Jersey
$381K -$4.7K -68 -1%
WP
134
WealthPLAN Partners
Nebraska
$380K -$1.04K -15 -0.3%
WIM
135
WealthPlan Investment Management
Nebraska
$380K +$411K +5,943 New
BJL
136
Brighton Jones LLC
Washington
$377K +$899 +13 +0.2%
GFP
137
Guardian Financial Partners
California
$376K -$327K -4,731 -45%
GC
138
Gould Capital
Washington
$370K +$4.77K +69 +1%
LWMNY
139
Landmark Wealth Management (New York)
New York
$369K +$730K +10,562 New
WWG
140
West Wealth Group
California
$366K -$481K -6,953 -57%
JCM
141
Jacobsen Capital Management
Utah
$362K +$162K +2,344 +81%
GVAG
142
Great Valley Advisor Group
Delaware
$347K
MCIA
143
Mountain Capital Investment Advisors
Colorado
$343K +$353K +5,107 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$342K +$173K +2,508 +102%
TFO
145
Tarbox Family Office
California
$338K -$13.2K -191 -4%
FCA
146
FinTrust Capital Advisors
South Carolina
$322K +$346 +5 +0.1%
AFP
147
Ausdal Financial Partners
Iowa
$313K -$88.3K -1,277 -22%
CPFP
148
Clear Perspectives Financial Planning
Ohio
$306K -$36.8K -532 -11%
CWP
149
Corepath Wealth Partners
Arizona
$305K -$109K -1,572 -25%
CA
150
CGN Advisors
Kansas
$302K