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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$312K +$309K +5,702 New
PCG
77
Private Capital Group
Connecticut
$284K -$866 -16 -0.3%
RA
78
RFG Advisory
Alabama
$284K +$281K +5,196 New
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$282K
FAIM
80
Financial Advocates Investment Management
Washington
$270K +$45.9K +848 +21%
CCA
81
Clearwater Capital Advisors
Illinois
$263K -$522K -9,651 -67%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$252K +$155K +2,862 +163%
CA
83
Cetera Advisors
Colorado
$249K +$14.6K +269 +6%
AWM
84
AE Wealth Management
Kansas
$246K +$244K +4,506 New
PIA
85
Peachtree Investment Advisors
Georgia
$242K
SG
86
Strid Group
Pennsylvania
$240K
TFO
87
Tarbox Family Office
California
$233K +$13K +241 +6%
GC
88
Gilbert & Cook
Iowa
$230K +$3.84K +71 +2%
CFGS
89
Concourse Financial Group Securities
Alabama
$223K +$221K +4,076 New
ATFA
90
All Terrain Financial Advisors
Minnesota
$217K +$11.2K +207 +5%
PA
91
Paracle Advisors
Washington
$215K +$5.79K +107 +3%
MMA
92
Miracle Mile Advisors
California
$209K -$1.08K -20 -0.5%
RW
93
Rand Wealth
Maryland
$206K +$204K +3,769 New
CJA
94
C-J Advisory
California
$177K +$12.8K +237 +8%
BBA
95
Braun-Bostich & Associates
Pennsylvania
$160K -$54.7K -1,011 -26%
FHA
96
Flagship Harbor Advisors
Massachusetts
$156K +$15.7K +290 +11%
RCA
97
Rowland Carmichael Advisors
Arizona
$131K +$28.7K +531 +29%
BWP
98
Baldwin Wealth Partners
Massachusetts
$87K
JP Morgan Chase
99
JP Morgan Chase
New York
$82K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$67.8K +1,252 +759%