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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Cypress Capital Advisors
Tennessee
$669K +$684K +8,739 New
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$668K +$683K +8,722 New
AF
128
Advisornet Financial
Minnesota
$668K -$196K -2,498 -22%
CMP
129
Courage Miller Partners
Virginia
$659K -$8.54K -109 -1%
BJL
130
Brighton Jones LLC
Washington
$658K -$39.9K -509 -6%
MOS
131
MGO One Seven
Ohio
$653K +$12.1K +154 +2%
SL
132
Sentinus LLC
Illinois
$651K +$666K +8,503 New
MFGP
133
Marshall Financial Group (Pennsylvania)
Pennsylvania
$650K +$8.07K +103 +1%
TPA
134
Trivium Point Advisory
Connecticut
$645K -$9.48K -121 -1%
Lido Advisors
135
Lido Advisors
California
$639K -$139K -1,778 -18%
AWM
136
AE Wealth Management
Kansas
$636K +$67.4K +860 +12%
WEG
137
World Equity Group
Illinois
$636K +$100K +1,280 +18%
IF
138
Integrity Financial
Wyoming
$624K -$3.68K -47 -0.6%
FW
139
Fidato Wealth
Ohio
$604K +$14K +179 +2%
OFG
140
Oxford Financial Group
Indiana
$598K +$56.1K +716 +10%
OIA
141
OneDigital Investment Advisors
Kansas
$595K +$180K +2,297 +42%
EH
142
Equitable Holdings
New York
$585K +$50.1K +640 +9%
GCM
143
Gallacher Capital Management
Colorado
$583K +$205K +2,614 +52%
OGF
144
Orin Green Financial
California
$583K -$563K -7,187 Closed
IA
145
IFG Advisory
Georgia
$576K +$589K +7,517 New
MWM
146
Marion Wealth Management
Pennsylvania
$573K +$22.6K +289 +4%
MCIA
147
Mountain Capital Investment Advisors
Colorado
$565K -$18.5K -236 -3%
BSWM
148
Boston Standard Wealth Management
Massachusetts
$556K +$11K +141 +2%
CAWM
149
Capital A Wealth Management
Pennsylvania
$556K +$568K +7,252 New
SI
150
SimpliFi Inc
California
$554K +$11.7K +150 +2%