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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
Valmark Advisers
Ohio
$834K +$26.6K +340 +4%
IA
127
Insight Advisors
Pennsylvania
$834K -$38.3K -490 -5%
SL
128
Sentinus LLC
Illinois
$824K +$24.7K +316 +3%
TFS
129
Thoroughbred Financial Services
Tennessee
$812K -$350K -4,476 -31%
SFGP
130
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$810K +$469 +6 +0.1%
EWA
131
EverSource Wealth Advisors
Alabama
$808K +$2.35K +30 +0.3%
ASN
132
Advisory Services Network
Georgia
$800K +$233K +2,977 +45%
CCFM
133
Clear Creek Financial Management
Washington
$787K -$29.7K -380 -4%
Lido Advisors
134
Lido Advisors
California
$778K +$69.9K +894 +11%
AF
135
Advisornet Financial
Minnesota
$778K +$39.3K +503 +6%
KV
136
Kickstand Ventures
New York
$775K +$727K +9,297 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$765K +$7.19K +92 +1%
BJL
138
Brighton Jones LLC
Washington
$734K +$16.9K +216 +3%
W
139
Wealthquest
Ohio
$726K -$15.2K -195 -2%
MAM
140
Mullooly Asset Management
New Jersey
$717K +$15.6K +199 +2%
FW
141
Fidato Wealth
Ohio
$703K +$23.9K +305 +4%
MOS
142
MGO One Seven
Ohio
$701K +$2.27K +29 +0.3%
MLFP
143
MPS Loria Financial Planners
Illinois
$696K +$10.3K +132 +2%
CMP
144
Courage Miller Partners
Virginia
$692K -$9.85K -126 -1%
AWM
145
AE Wealth Management
Kansas
$691K -$10.4K -133 -2%
MW
146
Maia Wealth
Colorado
$683K +$6.72K +86 +1%
GFM
147
GEN Financial Management
Minnesota
$659K -$255K -3,257 -29%
BSWM
148
Boston Standard Wealth Management
Massachusetts
$658K +$59.1K +756 +11%
MFGP
149
Marshall Financial Group (Pennsylvania)
Pennsylvania
$657K -$3.91K -50 -0.6%
OFG
150
Oxford Financial Group
Indiana
$649K -$23.9K -306 -4%