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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
76
Bryn Mawr Capital Management
Pennsylvania
$377K +$397K +7,755 New
VFA
77
Voya Financial Advisors
Connecticut
$361K -$8.28K -162 -2%
KA
78
Kovack Advisors
Florida
$359K +$379K +7,404 New
TSS
79
Two Sigma Securities
New York
$357K +$376K +7,354 New
SBL
80
Sargent Bickham Lagudis
Colorado
$345K
AF
81
Allworth Financial
California
$313K -$79K -1,546 -19%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$310K +$358 +7 +0.1%
CCA
83
Clearwater Capital Advisors
Illinois
$303K +$72.6K +1,419 +29%
NS
84
NewDay Solutions
New Hampshire
$301K +$317K +6,208 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$292K -$25.6K -501 -8%
RCG
86
Ruggie Capital Group
Florida
$274K -$369K -7,223 -56%
CFA
87
Cahill Financial Advisors
Minnesota
$263K +$277K +5,411 New
CFGS
88
Concourse Financial Group Securities
Alabama
$256K +$59.8K +1,169 +29%
PCG
89
Private Capital Group
Connecticut
$255K +$51 +1 +0%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$251K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$247K +$24.1K +472 +10%
COI
92
Capital One Investing
Virginia
$246K +$259K +5,062 New
FIA
93
Foundations Investment Advisors
Arizona
$231K +$227K +4,439 New
TPA
94
Trivium Point Advisory
Connecticut
$231K +$243K +4,748 New
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$230K +$242K +4,739 New
PIA
96
Peachtree Investment Advisors
Georgia
$223K +$8.69K +170 +4%
SG
97
Strid Group
Pennsylvania
$215K
GC
98
Gilbert & Cook
Iowa
$214K +$10.8K +212 +5%
TFO
99
Tarbox Family Office
California
$212K +$5.42K +106 +2%
MGIA
100
Moneta Group Investment Advisors
Missouri
$201K +$212K +4,140 New