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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$667K
EH
127
Equitable Holdings
New York
$663K +$80.3K +1,030 +13%
BJL
128
Brighton Jones LLC
Washington
$657K
Lido Advisors
129
Lido Advisors
California
$646K +$7.56K +97 +1%
CMP
130
Courage Miller Partners
Virginia
$645K -$13.5K -173 -2%
AWM
131
AE Wealth Management
Kansas
$644K +$9.04K +116 +1%
MAWA
132
Moss Adams Wealth Advisors
Washington
$643K +$229K +2,940 +54%
MAM
133
Mullooly Asset Management
New Jersey
$643K +$655K +8,403 New
MOS
134
MGO One Seven
Ohio
$641K -$10.9K -140 -2%
SWP
135
Stratos Wealth Partners
Ohio
$639K +$144K +1,843 +28%
MWM
136
Marion Wealth Management
Pennsylvania
$638K +$67K +860 +11%
TPA
137
Trivium Point Advisory
Connecticut
$632K -$12.6K -162 -2%
IA
138
IFG Advisory
Georgia
$631K +$56.6K +726 +10%
MLFP
139
MPS Loria Financial Planners
Illinois
$628K +$298K +3,820 +87%
FW
140
Fidato Wealth
Ohio
$621K +$18.6K +239 +3%
CCA
141
Cypress Capital Advisors
Tennessee
$619K -$50.3K -646 -7%
OFG
142
Oxford Financial Group
Indiana
$619K +$22.4K +287 +4%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$606K -$43.8K -562 -7%
MW
144
Maia Wealth
Colorado
$601K -$44.5K -571 -7%
FFA
145
Farther Finance Advisors
California
$585K +$131K +1,682 +28%
EA
146
Efficient Advisors
Ohio
$579K -$126K -1,619 -18%
TW
147
Trajan Wealth
Arizona
$576K +$586K +7,523 New
IF
148
Integrity Financial
Wyoming
$574K -$50.3K -645 -8%
OGF
149
Orin Green Financial
California
$565K +$605K +7,761 New
MCIA
150
Mountain Capital Investment Advisors
Colorado
$560K +$8.57K +110 +2%