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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
226
TL Private Wealth
Texas
$202K +$191K +2,925 New
HWM
227
HB Wealth Management
Georgia
$201K +$190K +2,916 New
MML Investors Services
228
MML Investors Services
Massachusetts
$201K +$190K +2,914 New
EWA
229
EP Wealth Advisors
California
$201K +$2.35K +36 +1%
BHWM
230
Bay Harbor Wealth Management
Maryland
$189K +$6.19K +95 +4%
S
231
SignatureFD
Georgia
$184K +$2.15K +33 +1%
MWM
232
Mascoma Wealth Management
New Hampshire
$183K +$14.3K +220 +9%
GRP
233
Global Retirement Partners
California
$170K +$17.3K +266 +12%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$139K -$130 -2 -0.1%
NL
235
NVWM LLC
Pennsylvania
$137K +$9.84K +151 +8%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$134K -$8.08K -124 -6%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$112K +$782 +12 +0.7%
Citigroup
238
Citigroup
New York
$110K
IWA
239
Icon Wealth Advisors
Texas
$110K +$104K +1,599 New
CWM
240
CarsonAllaria Wealth Management
Illinois
$109K +$12.9K +198 +14%
CF
241
Centaurus Financial
California
$104K -$8.86K -136 -8%
IA
242
IFP Advisors
Florida
$103K -$107K -1,641 -52%
ACA
243
American Capital Advisory
Idaho
$102K +$96.3K +1,478 New
William Blair & Company
244
William Blair & Company
Illinois
$99.4K +$195 +3 +0.2%
FFA
245
Founders Financial Alliance
North Carolina
$95.4K
EWA
246
Elevate Wealth Advisory
Georgia
$93.6K +$88.4K +1,356 New
GFPC
247
Global Financial Private Client
Florida
$91.5K
EWP
248
Elevation Wealth Partners
California
$72.1K
MA
249
Montag & Associates
Georgia
$71.5K
HFS
250
Hantz Financial Services
Michigan
$71K +$67.4K +1,035 New