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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K -$541 -10 -1%
LFG
102
LifePlan Financial Group
Ohio
$66K +$2.06K +38 +3%
CCM
103
Cribstone Capital Management
Maine
$50K -$5.74K -106 -10%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.6K
OC
105
Oakworth Capital
Alabama
$46K -$13.5K -250 -23%
VFA
106
Valeo Financial Advisors
Indiana
$43K +$5.25K +97 +13%
KC
107
KHP Capital
Oklahoma
$42K -$2.06K -38 -5%
GI
108
Gradient Investments
Minnesota
$32K
OIA
109
OneDigital Investment Advisors
Kansas
$32K +$27.9K +515 +805%
SFM
110
Signet Financial Management
New Jersey
$31K -$8.66K -160 -22%
GWM
111
Geneos Wealth Management
Colorado
$30K
Citigroup
112
Citigroup
New York
$27K
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$27K +$27.1K +500 New
TPWA
114
TRUE Private Wealth Advisors
Oregon
$21.5K +$21.3K +393 New
AIP
115
Ameritas Investment Partners
Nebraska
$19K
RCAG
116
Rehmann Capital Advisory Group
Michigan
$18.6K +$13.8K +254 +295%
APA
117
American Portfolios Advisors
New York
$18.3K
ASN
118
Advisory Services Network
Georgia
$16K +$1.95K +36 +14%
FWM
119
Focused Wealth Management
New York
$15K +$108 +2 +0.7%
PMFA
120
Plante Moran Financial Advisors
Michigan
$14K +$14.1K +261 New
GAM
121
Gemmer Asset Management
California
$12K +$108 +2 +0.9%
CFG
122
CKW Financial Group
Hawaii
$11K +$379 +7 +4%
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$9K
AWM
124
AllSquare Wealth Management
New York
$6K
CAC
125
Certified Advisory Corp
Florida
$6K