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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$186K +$196K +3,824 New
CJA
102
C-J Advisory
California
$165K +$8.03K +157 +5%
IA
103
IFP Advisors
Florida
$146K -$140K -2,740 -48%
BBA
104
Braun-Bostich & Associates
Pennsylvania
$142K +$511 +10 +0.3%
FHA
105
Flagship Harbor Advisors
Massachusetts
$131K -$7.41K -145 -5%
CC
106
Claybrook Capital
Massachusetts
$118K +$125K +2,440 New
WDL
107
Well Done LLC
Michigan
$118K +$125K +2,440 New
EWA
108
ERTS Wealth Advisors
Michigan
$113K +$119K +2,324 New
CF
109
Centaurus Financial
California
$108K -$409K -8,000 -80%
RCA
110
Rowland Carmichael Advisors
Arizona
$78K -$39.9K -781 -33%
JP Morgan Chase
111
JP Morgan Chase
New York
$73K – – –
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K – – –
OAM
113
Oppenheimer Asset Management
New York
$53K +$55.8K +1,092 New
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$45K +$47.5K +929 New
CCM
115
Cribstone Capital Management
Maine
$43K -$2.04K -40 -4%
OC
116
Oakworth Capital
Alabama
$41K – – –
VFA
117
Valeo Financial Advisors
Indiana
$41K – – –
CFA
118
Carroll Financial Associates
North Carolina
$36K +$38.2K +747 New
GWM
119
Geneos Wealth Management
Colorado
$27K – – –
Citigroup
120
Citigroup
New York
$24K – – –
BOPW
121
Brandywine Oak Private Wealth
Pennsylvania
$24K +$26.1K +510 New
LFG
122
LifePlan Financial Group
Ohio
$22K -$38.3K -750 -62%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4K -$23K -450 -51%
ASN
124
Advisory Services Network
Georgia
$20K +$6.49K +127 +43%
LPWM
125
Lake Point Wealth Management
Texas
$20K +$21K +410 New