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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
$225K +$213K +4,103 New
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$224K +$213K +4,086 New
SWP
103
Summit Wealth Partners
Florida
$218K +$206K +3,968 New
TFA
104
TPG Financial Advisors
Oregon
$216K +$205K +3,941 New
IA
105
IFP Advisors
Florida
$212K -$1.41K -27 -0.7%
MPPLM
106
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$208K +$197K +3,793 New
MA
107
Mutual Advisors
Nebraska
$203K +$192K +3,692 New
Wolverine Trading
108
Wolverine Trading
Illinois
$200K +$191K +3,674 New
PCG
109
Private Capital Group
Connecticut
$198K -$260 -5 -0.1%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$198K
TPWA
111
TRUE Private Wealth Advisors
Oregon
$169K -$60.8K -1,168 -27%
S
112
SignatureFD
Georgia
$169K +$416 +8 +0.3%
JP Morgan Chase
113
JP Morgan Chase
New York
$149K +$131K +2,520 +1,260%
FCA
114
FinTrust Capital Advisors
South Carolina
$144K +$136K +2,615 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$137K -$5.15K -99 -4%
BHWM
116
Bay Harbor Wealth Management
Maryland
$133K -$4.94K -95 -4%
US Bancorp
117
US Bancorp
Minnesota
$133K
SIAP
118
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$110K -$74.1K -1,424 -41%
OFG
120
Oxford Financial Group
Indiana
$104K -$1.04K -20 -1%
APWA
121
Atlas Private Wealth Advisors
New Jersey
$102K +$96.4K +1,853 New
AAP
122
Arax Advisory Partners
Colorado
$98K +$1.3K +25 +1%
HIA
123
Harbor Investment Advisory
Maryland
$88K +$14K +270 +20%
BBA
124
Braun-Bostich & Associates
Pennsylvania
$79K +$1.41K +27 +2%
GFPC
125
Global Financial Private Client
Florida
$77K -$3.12K -60 -4%