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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
RCA
109
Rowland Carmichael Advisors
Arizona
$78K -$39.9K -781 -33%
JP Morgan Chase
110
JP Morgan Chase
New York
$73K
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K
OAM
112
Oppenheimer Asset Management
New York
$53K +$55.8K +1,092 New
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$45K +$47.5K +929 New
CCM
114
Cribstone Capital Management
Maine
$43K -$2.04K -40 -4%
OC
115
Oakworth Capital
Alabama
$41K
VFA
116
Valeo Financial Advisors
Indiana
$41K
CFA
117
Carroll Financial Associates
North Carolina
$36K +$38.2K +747 New
GWM
118
Geneos Wealth Management
Colorado
$27K
Citigroup
119
Citigroup
New York
$24K
BOPW
120
Brandywine Oak Private Wealth
Pennsylvania
$24K +$26.1K +510 New
LFG
121
LifePlan Financial Group
Ohio
$22K -$38.3K -750 -62%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4K -$23K -450 -51%
ASN
123
Advisory Services Network
Georgia
$20K +$6.49K +127 +43%
LPWM
124
Lake Point Wealth Management
Texas
$20K +$21K +410 New
APA
125
American Portfolios Advisors
New York
$19.1K +$3.02K +59 +18%