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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$456K +$101K +1,791 +30%
Citigroup
77
Citigroup
New York
$448K +$436K +7,732 New
KA
78
Kovack Advisors
Florida
$433K +$3.55K +63 +0.9%
SBL
79
Sargent Bickham Lagudis
Colorado
$412K
BSWM
80
Boston Standard Wealth Management
Massachusetts
$411K -$1.13K -20 -0.3%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$409K +$122K +2,173 +44%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$406K +$17.8K +316 +5%
TFO
83
Tarbox Family Office
California
$393K +$173K +3,076 +83%
VFA
84
Voya Financial Advisors
Connecticut
$374K -$33.6K -596 -8%
Renaissance Technologies
85
Renaissance Technologies
New York
$374K +$364K +6,456 New
IA
86
IFG Advisory
Georgia
$373K +$363K +6,436 New
AF
87
Affiance Financial
Minnesota
$365K +$355K +6,298 New
NS
88
NewDay Solutions
New Hampshire
$341K -$53.1K -942 -14%
TWP
89
Tempus Wealth Planning
California
$336K +$326K +5,793 New
BAM
90
Belpointe Asset Management
Nevada
$333K +$324K +5,747 New
TPA
91
Trivium Point Advisory
Connecticut
$332K
AF
92
Allworth Financial
California
$322K -$18.3K -324 -6%
MAG
93
Mayfair Advisory Group
Alabama
$314K +$305K +5,418 New
SCM
94
Stonehearth Capital Management
Massachusetts
$310K +$3.16K +56 +1%
OIA
95
OneDigital Investment Advisors
Kansas
$310K +$14.9K +265 +5%
BMCM
96
Bryn Mawr Capital Management
Pennsylvania
$308K
SWM
97
Sugarloaf Wealth Management
Georgia
$303K +$294K +5,217 New
SW
98
SlateStone Wealth
Florida
$303K +$294K +5,218 New
APW
99
Austin Private Wealth
Texas
$302K +$294K +5,215 New
CFGS
100
Concourse Financial Group Securities
Alabama
$298K +$290K +5,142 New