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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$80K -$135K -2,500 -63%
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$67K – – –
LFG
104
LifePlan Financial Group
Ohio
$62K +$5.01K +93 +9%
OC
105
Oakworth Capital
Alabama
$59K – – –
CCM
106
Cribstone Capital Management
Maine
$55K +$13.1K +244 +31%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K +$7.54K +140 +19%
B
108
Bridgeworth
Alabama
$45K +$46.2K +858 New
KC
109
KHP Capital
Oklahoma
$43K – – –
GBBWRPM
110
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K +$215 +4 +0.5%
VFA
111
Valeo Financial Advisors
Indiana
$40K +$35K +650 +637%
SFM
112
Signet Financial Management
New Jersey
$38K – – –
RWP
113
RWA Wealth Partners
Massachusetts
$37K +$36.9K +686 New
AWA
114
Acorn Wealth Advisors
Michigan
$35K – – –
GI
115
Gradient Investments
Minnesota
$31K – – –
GWM
116
Geneos Wealth Management
Colorado
$30K -$38.1K -708 -56%
Citigroup
117
Citigroup
New York
$27K -$96.9K -1,800 -78%
AIP
118
Ameritas Investment Partners
Nebraska
$19K – – –
APA
119
American Portfolios Advisors
New York
$17.9K – – –
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$54 +1 +0.4%
FWM
121
Focused Wealth Management
New York
$14K – – –
ASN
122
Advisory Services Network
Georgia
$14K +$1.02K +19 +8%
BCA
123
Bay Colony Advisors
Massachusetts
$14K +$14.4K +267 New
JCM
124
Jacobi Capital Management
Pennsylvania
$12K -$11.4K -212 -49%
GAM
125
Gemmer Asset Management
California
$11K – – –