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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$68K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$67K
RCA
103
Rowland Carmichael Advisors
Arizona
$64K -$4.64K -85 -7%
OC
104
Oakworth Capital
Alabama
$59K -$12.4K -228 -17%
LFG
105
LifePlan Financial Group
Ohio
$57K +$58.6K +1,073 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$56K -$7.37K -135 -11%
BWA
107
Burt Wealth Advisors
Maryland
$54K -$23.6K -433 -30%
ME
108
McIlrath & Eck
Washington
$53K +$1.97K +36 +4%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$43K
KC
110
KHP Capital
Oklahoma
$43K +$44.1K +808 New
CCM
111
Cribstone Capital Management
Maine
$42K +$2.35K +43 +6%
WDL
112
Well Done LLC
Michigan
$41K +$41.5K +760 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.1K
GBBWRPM
114
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K +$40.7K +746 New
SFM
115
Signet Financial Management
New Jersey
$39K +$39.3K +720 New
AWA
116
Acorn Wealth Advisors
Michigan
$35K +$109 +2 +0.3%
GI
117
Gradient Investments
Minnesota
$31K
JCM
118
Jacobi Capital Management
Pennsylvania
$23K -$7.75K -142 -25%
AIP
119
Ameritas Investment Partners
Nebraska
$19K
APA
120
American Portfolios Advisors
New York
$17.9K
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$546 +10 +4%
FWM
122
Focused Wealth Management
New York
$14K +$382 +7 +3%
ASN
123
Advisory Services Network
Georgia
$13K +$9.5K +174 +272%
GAM
124
Gemmer Asset Management
California
$11K +$437 +8 +4%
CFG
125
CKW Financial Group
Hawaii
$11K +$819 +15 +8%