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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJA
101
C-J Advisory
California
$178K -$5.18K -100 -3%
FHA
102
Flagship Harbor Advisors
Massachusetts
$144K – – –
BHWM
103
Bay Harbor Wealth Management
Maryland
$142K -$60.8K -1,172 -31%
IA
104
IFP Advisors
Florida
$131K -$28.8K -555 -18%
S
105
SignatureFD
Georgia
$129K +$123K +2,371 +6,586%
CF
106
Centaurus Financial
California
$117K +$9.96K +192 +10%
SIAP
107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K – – –
ASN
108
Advisory Services Network
Georgia
$65K +$41.2K +794 +189%
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$50K – – –
CCM
110
Cribstone Capital Management
Maine
$48K +$622 +12 +1%
CFA
111
Carroll Financial Associates
North Carolina
$48K +$8.3K +160 +21%
OC
112
Oakworth Capital
Alabama
$45K – – –
VFA
113
Valeo Financial Advisors
Indiana
$45K – – –
GWM
114
Geneos Wealth Management
Colorado
$39K +$9.33K +180 +32%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.3K +$10.4K +200 +45%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$30.5K +$29.5K +569 New
TFGT
117
TS Financial Group (TSFG)
Illinois
$28K +$26.8K +517 New
JFA
118
JNBA Financial Advisors
Minnesota
$27K -$998K -19,244 -97%
JP Morgan Chase
119
JP Morgan Chase
New York
$27K -$51.9K -1,000 -67%
APA
120
American Portfolios Advisors
New York
$24.1K +$2.9K +56 +14%
LPWM
121
Lake Point Wealth Management
Texas
$23K +$52 +1 +0.2%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$22.1K +427 New
BBA
123
Braun-Bostich & Associates
Pennsylvania
$20K -$133K -2,559 -87%
LFG
124
LifePlan Financial Group
Ohio
$20K -$3.94K -76 -17%
AIP
125
Ameritas Investment Partners
Nebraska
$19K – – –