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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oakworth Capital
Alabama
$69K
GWM
77
Geneos Wealth Management
Colorado
$65K
CCM
78
Cribstone Capital Management
Maine
$54K -$5.51K -108 -9%
Creative Planning
79
Creative Planning
Kansas
$45K +$3.62K +71 +9%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$8.52K +167 +26%
FWM
81
Focused Wealth Management
New York
$36K
DADC
82
D.A. Davidson & Co
Montana
$36K +$21.1K +414 +145%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$36K +$35.4K +694 New
JCM
84
Jacobi Capital Management
Pennsylvania
$30K +$29.7K +583 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$26K +$25.8K +505 New
RCA
86
Rowland Carmichael Advisors
Arizona
$20K
AIP
87
Ameritas Investment Partners
Nebraska
$18K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K +$15.3K +300 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.4K +263 New
GAM
90
Gemmer Asset Management
California
$10K +$2.09K +41 +25%
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$9K
CFG
92
CKW Financial Group
Hawaii
$8K
US Bancorp
93
US Bancorp
Minnesota
$6K -$30.2K -591 -84%
TWA
94
TCI Wealth Advisors
Arizona
$6K +$6.12K +120 New
AC
95
Alexandria Capital
Virginia
$5K
IF
96
Ironwood Financial
Arizona
$3K
ASN
97
Advisory Services Network
Georgia
$2K +$1.23K +24 +185%
BlackRock
98
BlackRock
New York
$1K
CFA
99
Carroll Financial Associates
North Carolina
$1K
IWM
100
IHT Wealth Management
Illinois
$5 +$105K +2,057 +358%