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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$311K +$33K +613 +12%
WMG
77
WESCAP Management Group
California
$293K – – –
GLA
78
Good Life Advisors
Pennsylvania
$290K +$485 +9 +0.2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$287K +$289K +5,370 New
PCG
80
Private Capital Group
Connecticut
$278K +$5.38K +100 +2%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$276K – – –
SEI Investments
82
SEI Investments
Pennsylvania
$248K – – –
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$248K +$13.4K +249 +6%
PIA
84
Peachtree Investment Advisors
Georgia
$236K – – –
SG
85
Strid Group
Pennsylvania
$234K – – –
CA
86
Cetera Advisors
Colorado
$229K +$231K +4,296 New
GC
87
Gilbert & Cook
Iowa
$221K – – –
FAIM
88
Financial Advocates Investment Management
Washington
$218K +$7.05K +131 +3%
TFO
89
Tarbox Family Office
California
$215K +$19.9K +370 +10%
MML Investors Services
90
MML Investors Services
Massachusetts
$213K +$5.98K +111 +3%
BBA
91
Braun-Bostich & Associates
Pennsylvania
$210K -$4.14K -77 -2%
MMA
92
Miracle Mile Advisors
California
$205K +$3.88K +72 +2%
PA
93
Paracle Advisors
Washington
$204K +$206K +3,834 New
ATFA
94
All Terrain Financial Advisors
Minnesota
$201K +$203K +3,764 New
CJA
95
C-J Advisory
California
$161K +$36.8K +683 +29%
MPPLM
96
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$138K -$24.2K -450 -15%
FHA
97
Flagship Harbor Advisors
Massachusetts
$136K +$138K +2,556 New
RCA
98
Rowland Carmichael Advisors
Arizona
$99K +$35.3K +655 +54%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$94K +$37.8K +703 +67%
BWP
100
Baldwin Wealth Partners
Massachusetts
$85K – – –