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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Paracle Advisors
Washington
$215K -$15.4K -282 -7%
CJA
102
C-J Advisory
California
$206K +$24.1K +442 +13%
PWP
103
Personal Wealth Partners
Minnesota
$204K +$202K +3,711 New
TFO
104
Tarbox Family Office
California
$203K +$1.03K +19 +0.5%
Wolverine Trading
105
Wolverine Trading
Illinois
$201K -$236K -4,339 -54%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$198K
FHA
107
Flagship Harbor Advisors
Massachusetts
$150K +$1.96K +36 +1%
S
108
SignatureFD
Georgia
$134K +$1.31K +24 +1%
BHWM
109
Bay Harbor Wealth Management
Maryland
$131K +$1.96K +36 +2%
SFS
110
Sowell Financial Services
Arkansas
$113K +$112K +2,055 New
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K +$12.3K +225 +33%
ASN
112
Advisory Services Network
Georgia
$84K
CCM
113
Cribstone Capital Management
Maine
$71K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.6K +$16.3K +300 +47%
CFA
115
Carroll Financial Associates
North Carolina
$48K -$1.2K -22 -2%
VFA
116
Valeo Financial Advisors
Indiana
$47K
OC
117
Oakworth Capital
Alabama
$42K
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$33K -$13.3K -245 -29%
GWM
119
Geneos Wealth Management
Colorado
$31K -$2.51K -46 -7%
TFGT
120
TS Financial Group (TSFG)
Illinois
$28K
JFA
121
JNBA Financial Advisors
Minnesota
$24K +$109 +2 +0.5%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$545 +10 +2%
LFG
123
LifePlan Financial Group
Ohio
$21K +$218 +4 +1%
AAP
124
Arax Advisory Partners
Colorado
$19K +$163 +3 +0.9%
APA
125
American Portfolios Advisors
New York
$18.4K -$3.6K -66 -16%