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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$232K -$10K -174 -4%
IA
102
IFP Advisors
Florida
$231K +$5.88K +102 +3%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$223K -$38.6K -669 -15%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$223K -$20.9K -362 -9%
MPPLM
105
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K +$1.61K +28 +0.7%
Renaissance Technologies
106
Renaissance Technologies
New York
$220K +$219K +3,791 New
BJL
107
Brighton Jones LLC
Washington
$219K +$218K +3,776 New
JCM
108
Jacobsen Capital Management
Utah
$217K -$36.1K -626 -14%
MA
109
Mutual Advisors
Nebraska
$213K -$1.38K -24 -0.7%
AAS
110
Avantax Advisory Services
Texas
$212K +$211K +3,666 New
PCG
111
Private Capital Group
Connecticut
$209K +$58 +1 +0%
FAIM
112
Financial Advocates Investment Management
Washington
$204K -$859K -14,892 -81%
OAP
113
One Advisory Partners
Kansas
$204K +$203K +3,519 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$198K
S
115
SignatureFD
Georgia
$177K -$1.15K -20 -0.6%
OFG
116
Oxford Financial Group
Indiana
$164K +$53.3K +924 +49%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$152K -$26.9K -467 -15%
Citigroup
118
Citigroup
New York
$151K +$150K +2,600 New
BHWM
119
Bay Harbor Wealth Management
Maryland
$142K +$1.84K +32 +1%
US Bancorp
120
US Bancorp
Minnesota
$141K
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$117K
APWA
123
Atlas Private Wealth Advisors
New Jersey
$113K +$5.82K +101 +5%
FFA
124
Founders Financial Alliance
North Carolina
$110K +$109K +1,895 New
HIA
125
Harbor Investment Advisory
Maryland
$107K +$13.1K +227 +14%