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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
Divergent Planning
Maryland
$356K -$50.2K -848 -12%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K +$1.78K +30 +0.5%
GFP
153
Guardian Financial Partners
California
$342K +$17.4K +294 +5%
FPAS
154
Focus Partners Advisor Solutions
Missouri
$342K +$10.8K +183 +3%
MA
155
Mezzasalma Advisors
New Jersey
$323K -$2.66K -45 -0.8%
CA
156
CGN Advisors
Kansas
$321K +$56.5K +954 +22%
HI
157
Harbour Investments
Wisconsin
$298K -$84.9K -1,434 -22%
ACM
158
Altrius Capital Management
North Carolina
$297K -$32.2K -544 -10%
LWMNY
159
Landmark Wealth Management (New York)
New York
$292K -$19.3K -326 -6%
CFA
160
Cahill Financial Advisors
Minnesota
$290K -$51.4K -868 -15%
CWP
161
Corepath Wealth Partners
Arizona
$279K +$7.99K +135 +3%
BWM
162
BCGM Wealth Management
Indiana
$276K -$31.6K -533 -10%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$275K -$8.05K -136 -3%
JCM
164
Jacobsen Capital Management
Utah
$271K +$1.01K +17 +0.4%
MFS
165
Madrona Financial Services
Washington
$269K -$59 -1 -0%
GCM
166
Gallacher Capital Management
Colorado
$260K +$258K +4,355 New
KWM
167
Keebeck Wealth Management
Illinois
$254K -$153K -2,586 -38%
CCA
168
Cora Capital Advisors
New Jersey
$250K +$248K +4,186 New
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$248K +$12.8K +217 +6%
AIA
170
Arbor Investment Advisors
North Carolina
$247K +$244K +4,129 New
KWM
171
Kingsview Wealth Management
Oregon
$246K +$21.3K +360 +10%
SF
172
SBK Financial
Virginia
$245K +$888 +15 +0.4%
SFA
173
Source Financial Advisors
New York
$242K -$1.54K -26 -0.6%
LA
174
Lane & Associates
New Jersey
$242K +$240K +4,050 New
MSFS
175
Main Street Financial Solutions
Pennsylvania
$239K +$237K +4,000 New