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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$384K +$46.1K +853 +14%
NS
77
NewDay Solutions
New Hampshire
$383K +$373K +6,910 New
SCM
78
Stonehearth Capital Management
Massachusetts
$374K -$54.2K -1,004 -13%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$355K -$207K -3,830 -37%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$347K -$56.3K -1,043 -14%
AF
81
Allworth Financial
California
$347K -$4.81K -89 -1%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$343K +$432 +8 +0.1%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$335K -$22K -407 -6%
BIA
84
BHK Investment Advisors
Alabama
$311K -$95.1K -1,761 -24%
TPA
85
Trivium Point Advisory
Connecticut
$306K +$1.84K +34 +0.6%
CA
86
Cetera Advisors
Colorado
$304K +$60.5K +1,120 +26%
BMCM
87
Bryn Mawr Capital Management
Pennsylvania
$293K -$132K -2,444 -32%
CFGS
88
Concourse Financial Group Securities
Alabama
$289K
FIA
89
Foundations Investment Advisors
Arizona
$272K -$2.48K -46 -0.9%
CCA
90
Clearwater Capital Advisors
Illinois
$264K -$12.5K -231 -5%
CFA
91
Cahill Financial Advisors
Minnesota
$252K -$16.1K -298 -6%
MML Investors Services
92
MML Investors Services
Massachusetts
$241K -$15.5K -287 -6%
PCG
93
Private Capital Group
Connecticut
$239K -$23.6K -436 -9%
VWM
94
Venturi Wealth Management
Texas
$239K +$234K +4,328 New
PA
95
Paracle Advisors
Washington
$231K +$12.2K +226 +6%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$230K
AI
97
Atria Investments
North Carolina
$230K +$234K +4,334 New
HighTower Advisors
98
HighTower Advisors
Illinois
$227K -$179K -3,319 -45%
FAAS
99
First Allied Advisory Services
California
$226K +$221K +4,100 New
Jane Street
100
Jane Street
New York
$225K -$2.52M -46,575 -92%