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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$211K -$518K -9,462 -68%
FSG
102
Financial Strategies Group
Michigan
$211K +$243K +4,439 New
MAFM
103
Mid Atlantic Financial Management
Pennsylvania
$207K +$238K +4,354 New
CFGS
104
Concourse Financial Group Securities
Alabama
$204K -$45.7K -834 -16%
TPWA
105
TRUE Private Wealth Advisors
Oregon
$201K +$174K +3,183 +297%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$198K
IA
107
IFP Advisors
Florida
$190K +$2.74K +50 +1%
PCG
108
Private Capital Group
Connecticut
$172K -$48.3K -882 -20%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$163K -$242K -4,423 -56%
S
110
SignatureFD
Georgia
$146K +$32.9K +601 +24%
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K +$9.31K +170 +19%
FHA
112
Flagship Harbor Advisors
Massachusetts
$123K
BHWM
113
Bay Harbor Wealth Management
Maryland
$120K +$1.81K +33 +1%
US Bancorp
114
US Bancorp
Minnesota
$115K -$15.7K -286 -11%
SFS
115
Sowell Financial Services
Arkansas
$103K +$3.12K +57 +3%
OFG
116
Oxford Financial Group
Indiana
$91K +$105K +1,919 New
AAP
117
Arax Advisory Partners
Colorado
$83K +$77.2K +1,410 +409%
GFPC
118
Global Financial Private Client
Florida
$67.2K
BBA
119
Braun-Bostich & Associates
Pennsylvania
$65K +$19.9K +364 +35%
HIA
120
Harbor Investment Advisory
Maryland
$64K +$30.6K +559 +71%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61K +$7.94K +145 +13%
APA
122
American Portfolios Advisors
New York
$60.1K +$7.56K +138 +12%
DWM
123
Darwin Wealth Management
Florida
$58K +$68.2K +1,245 New
ASN
124
Advisory Services Network
Georgia
$57K -$33.8K -617 -34%
LAS
125
Lloyd Advisory Services
Georgia
$55K +$164 +3 +0.3%