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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
301
Naples Global Advisors
Florida
$213K -$28.9K -325 -12%
MAM
302
Markin Asset Management
New York
$212K +$210K +2,362 New
CWP
303
Corepath Wealth Partners
Arizona
$211K +$205K +2,300 New
RWM
304
Riverbend Wealth Management
South Carolina
$210K +$209K +2,345 New
CFS
305
Coordinated Financial Services
Colorado
$206K +$205K +2,301 New
LCM
306
Lazari Capital Management
California
$206K -$10.6K -119 -5%
PWM
307
Parkway Wealth Management
Texas
$205K +$203K +2,284 New
FHA
308
Flagship Harbor Advisors
Massachusetts
$202K +$201K +2,253 New
RPCA
309
Running Point Capital Advisors
California
$202K
SIG
310
Spinnaker Investment Group
California
$200K +$199K +2,236 New
ATPW
311
Ashton Thomas Private Wealth
Arizona
$200K -$5.61K -63 -3%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$196K +$4.27K +48 +2%
PA
313
Parallel Advisors
California
$192K +$33K +371 +21%
S
314
SignatureFD
Georgia
$189K +$2.31K +26 +1%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$181K -$1.87K -21 -1%
LAMC
316
Longview Asset Management (California)
California
$178K -$34.7K -390 -16%
MWM
317
Mascoma Wealth Management
New Hampshire
$170K -$19.4K -218 -10%
HHGA
318
Halbert Hargrove Global Advisors
California
$169K -$153K -1,720 -48%
GSWM
319
Golden State Wealth Management
California
$155K +$154K +1,728 New
LAS
320
Lloyd Advisory Services
Georgia
$152K +$151K +1,700 New
ACA
321
Aptus Capital Advisors
Alabama
$149K +$4.45K +50 +3%
HIA
322
Harbor Investment Advisory
Maryland
$144K +$40.3K +453 +39%
MCM
323
MAI Capital Management
Ohio
$136K +$47.1K +529 +53%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
NS
325
NBC Securities
Alabama
$119K -$356 -4 -0.3%