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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$371K -$320K -5,843 -43%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$371K +$428K +7,825 New
AF
78
Affiance Financial
Minnesota
$348K +$57.2K +1,045 +17%
TFO
79
Tarbox Family Office
California
$344K +$26.2K +478 +7%
TPA
80
Trivium Point Advisory
Connecticut
$340K +$65.4K +1,195 +21%
SBL
81
Sargent Bickham Lagudis
Colorado
$338K
BSWM
82
Boston Standard Wealth Management
Massachusetts
$327K +$657 +12 +0.2%
VFA
83
Voya Financial Advisors
Connecticut
$310K
CAMG
84
CWA Asset Management Group
Florida
$301K -$1M -18,333 -74%
TWP
85
Tempus Wealth Planning
California
$270K -$5.53K -101 -2%
SWM
86
Sugarloaf Wealth Management
Georgia
$264K +$18.3K +335 +6%
AF
87
Allworth Financial
California
$263K
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$252K
TFA
89
Tobias Financial Advisors
Florida
$247K -$177K -3,241 -38%
SW
90
SlateStone Wealth
Florida
$247K -$657 -12 -0.2%
FAIM
91
Financial Advocates Investment Management
Washington
$247K +$35.3K +645 +14%
PA
92
Paracle Advisors
Washington
$247K +$286K +5,216 New
CFA
93
Cahill Financial Advisors
Minnesota
$236K +$20.4K +373 +8%
HPC
94
Hobart Private Capital
North Carolina
$234K +$270K +4,928 New
JWA
95
JFS Wealth Advisors
Pennsylvania
$222K
BAM
96
Belpointe Asset Management
Nevada
$221K -$59.6K -1,089 -19%
HighTower Advisors
97
HighTower Advisors
Illinois
$221K +$23K +420 +10%
DT
98
Diversified Trust
Tennessee
$216K +$29.2K +533 +13%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$213K -$12.4K -227 -5%
Lido Advisors
100
Lido Advisors
California
$212K -$17.7K -323 -7%