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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$248K +$1.04K +17 +0.4%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$246K +$234K +3,831 New
WAM
128
WNY Asset Management
New York
$243K +$226K +3,693 New
BAM
129
Belpointe Asset Management
Nevada
$242K -$54.5K -891 -19%
RA
130
RFG Advisory
Alabama
$242K +$226K +3,689 New
JCM
131
Jacobsen Capital Management
Utah
$241K +$489 +8 +0.2%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$240K -$6.36K -104 -3%
PCG
133
Private Capital Group
Connecticut
$232K +$61 +1 +0%
SAM
134
Synergy Asset Management
Washington
$226K +$215K +3,522 New
CA
135
CGN Advisors
Kansas
$226K +$216K +3,528 New
SCM
136
Southport Capital Management
Tennessee
$216K +$206K +3,371 New
GMA
137
Goldstein Munger & Associates
California
$208K +$198K +3,240 New
FCA
138
FinTrust Capital Advisors
South Carolina
$207K +$16.9K +276 +9%
Lido Advisors
139
Lido Advisors
California
$205K +$196K +3,209 New
DAS
140
Dynamic Advisor Solutions
Arizona
$203K +$193K +3,158 New
OIA
141
OneDigital Investment Advisors
Kansas
$202K +$190K +3,105 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$198K
Citigroup
143
Citigroup
New York
$183K +$15.3K +251 +10%
S
144
SignatureFD
Georgia
$165K -$30.1K -493 -16%
BHWM
145
Bay Harbor Wealth Management
Maryland
$165K +$7.03K +115 +5%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$67.6K +1,106 +78%
US Bancorp
147
US Bancorp
Minnesota
$155K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$130K +$672 +11 +0.5%
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
AAP
150
Arax Advisory Partners
Colorado
$128K +$10.2K +167 +9%