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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$198K
US Bancorp
127
US Bancorp
Minnesota
$157K +$147K +2,610 +2,559%
FHA
128
Flagship Harbor Advisors
Massachusetts
$151K -$7.78K -138 -5%
BHWM
129
Bay Harbor Wealth Management
Maryland
$144K +$5.52K +98 +4%
JAWM
130
J. Arnold Wealth Management
Ohio
$144K +$140K +2,491 New
S
131
SignatureFD
Georgia
$143K +$1.69K +30 +1%
CF
132
Centaurus Financial
California
$129K +$126K +2,232 New
SFS
133
Sowell Financial Services
Arkansas
$123K +$3.61K +64 +3%
PWP
134
Personal Wealth Partners
Minnesota
$119K -$93.7K -1,662 -45%
ASN
135
Advisory Services Network
Georgia
$105K +$15.9K +283 +19%
SIAP
136
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$102K
GFPC
137
Global Financial Private Client
Florida
$84.7K +$82.3K +1,460 New
ACM
138
Anfield Capital Management
California
$83K +$79.2K +1,406 New
LAS
139
Lloyd Advisory Services
Georgia
$67K +$65.1K +1,155 New
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.1K +$11.3K +200 +21%
APA
141
American Portfolios Advisors
New York
$65.4K +$44.7K +793 +237%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$62K +$60.4K +1,072 New
BBA
143
Braun-Bostich & Associates
Pennsylvania
$61K +$58.7K +1,042 New
CCM
144
Cribstone Capital Management
Maine
$60K -$14.5K -258 -20%
LFG
145
LifePlan Financial Group
Ohio
$60K +$37K +656 +170%
CFA
146
Carroll Financial Associates
North Carolina
$51K
VFA
147
Valeo Financial Advisors
Indiana
$49K
GFPC
148
Global Financial Private Capital
Florida
$48K +$46.3K +821 New
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$28.5K +506 +181%
HIA
150
Harbor Investment Advisory
Maryland
$45K +$44.2K +784 New