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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$225K -$25.1K -464 -10%
MMA
102
Miracle Mile Advisors
California
$221K +$12.1K +224 +6%
ATFA
103
All Terrain Financial Advisors
Minnesota
$220K -$10.6K -197 -5%
FFN
104
Focus Financial Network
Minnesota
$218K +$214K +3,960 New
Lido Advisors
105
Lido Advisors
California
$210K -$72K -1,332 -26%
MPPLM
106
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$204K -$59.4K -1,100 -23%
TFO
107
Tarbox Family Office
California
$203K -$23.1K -427 -10%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$198K
CJA
109
C-J Advisory
California
$182K +$162 +3 +0.1%
FHA
110
Flagship Harbor Advisors
Massachusetts
$148K -$162 -3 -0.1%
S
111
SignatureFD
Georgia
$133K +$432 +8 +0.3%
BHWM
112
Bay Harbor Wealth Management
Maryland
$130K -$16.2K -300 -11%
CF
113
Centaurus Financial
California
$123K +$114K +2,115 +1,808%
ASN
114
Advisory Services Network
Georgia
$84K +$16.9K +312 +26%
SIAP
115
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K
CCM
116
Cribstone Capital Management
Maine
$71K +$21.3K +395 +44%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$55K +$54.5K +1,008 New
CFA
118
Carroll Financial Associates
North Carolina
$50K
GWMIA
119
Global Wealth Management Investment Advisory
Florida
$47K -$4.65K -86 -9%
VFA
120
Valeo Financial Advisors
Indiana
$47K
OC
121
Oakworth Capital
Alabama
$42K -$4.75K -88 -10%
GWM
122
Geneos Wealth Management
Colorado
$37K -$2.97K -55 -7%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K
RCAG
124
Rehmann Capital Advisory Group
Michigan
$31.5K +$54 +1 +0.2%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$30K +$8.75K +162 +43%