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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
FDx Advisors
Illinois
$379K +$367K +7,074 New
Fidelity Investments
77
Fidelity Investments
Massachusetts
$346K +$23.9K +461 +8%
AF
78
Allworth Financial
California
$341K -$3.16K -61 -0.9%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$332K -$9.7K -187 -3%
UBS Group
80
UBS Group
Switzerland
$327K -$2.4M -46,233 -88%
SS
81
Simplicity Solutions
Minnesota
$317K +$307K +5,925 New
AWM
82
AE Wealth Management
Kansas
$308K +$298K +5,750 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$302K
TPA
84
Trivium Point Advisory
Connecticut
$295K +$39.3K +758 +16%
CFGS
85
Concourse Financial Group Securities
Alabama
$280K
Lido Advisors
86
Lido Advisors
California
$275K +$267K +5,150 New
CCA
87
Clearwater Capital Advisors
Illinois
$268K -$63.4K -1,222 -20%
FIA
88
Foundations Investment Advisors
Arizona
$265K +$26.8K +516 +12%
PCG
89
Private Capital Group
Connecticut
$263K -$15.5K -299 -6%
CFA
90
Cahill Financial Advisors
Minnesota
$260K -$28.9K -558 -10%
MPPLM
91
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$257K +$3.42K +66 +1%
MML Investors Services
92
MML Investors Services
Massachusetts
$249K +$241K +4,656 New
FAIM
93
Financial Advocates Investment Management
Washington
$243K +$235K +4,536 New
LPT
94
Legacy Private Trust
Wisconsin
$238K -$612K -11,799 -73%
CA
95
Cetera Advisors
Colorado
$233K +$226K +4,358 New
ATFA
96
All Terrain Financial Advisors
Minnesota
$224K +$217K +4,189 New
TFO
97
Tarbox Family Office
California
$220K -$13.5K -261 -6%
PA
98
Paracle Advisors
Washington
$212K +$206K +3,972 New
MMA
99
Miracle Mile Advisors
California
$202K +$196K +3,774 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$198K -$119K -2,290 -45%