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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oakworth Capital
Alabama
$73K – – –
RCA
102
Rowland Carmichael Advisors
Arizona
$70K +$49.4K +905 +235%
GWM
103
Geneos Wealth Management
Colorado
$68K – – –
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$68K +$68.8K +1,260 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$64K -$218 -4 -0.3%
Citigroup
106
Citigroup
New York
$54K -$5.46K -100 -9%
ME
107
McIlrath & Eck
Washington
$51K +$52K +953 New
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$273 +5 +0.6%
CCM
109
Cribstone Capital Management
Maine
$41K +$1.75K +32 +5%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.4K – – –
AWA
111
Acorn Wealth Advisors
Michigan
$36K +$35.8K +656 New
JCM
112
Jacobi Capital Management
Pennsylvania
$32K +$5.13K +94 +20%
GI
113
Gradient Investments
Minnesota
$31K +$31.5K +577 New
ACM
114
Aviance Capital Management
Florida
$29K +$5.95K +109 New
APA
115
American Portfolios Advisors
New York
$18.1K +$18.3K +335 New
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$15K +275 New
FWM
117
Focused Wealth Management
New York
$14K – – –
GAM
118
Gemmer Asset Management
California
$11K +$55 +1 +0.5%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$11K +$10.9K +200 New
CFG
120
CKW Financial Group
Hawaii
$10K +$328 +6 +3%
BlackRock
121
BlackRock
New York
$9K -$710 -13 -7%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
AWM
123
AllSquare Wealth Management
New York
$6K – – –
US Bancorp
124
US Bancorp
Minnesota
$6K – – –
WEC
125
Winslow Evans & Crocker
Massachusetts
$5.6K +$5.68K +104 New