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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAP
151
One Advisory Partners
Kansas
$205K +$202K +3,063 New
STA
152
Summit Trail Advisors
New York
$201K +$198K +3,000 New
WAM
153
WNY Asset Management
New York
$200K -$52.1K -789 -21%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$198K
S
155
SignatureFD
Georgia
$166K -$5.61K -85 -3%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$153K -$104K -1,569 -41%
US Bancorp
157
US Bancorp
Minnesota
$146K -$16.8K -255 -11%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$146K +$10.5K +159 +8%
APWA
159
Atlas Private Wealth Advisors
New Jersey
$140K +$8.65K +131 +7%
FFA
160
Founders Financial Alliance
North Carolina
$140K +$25.4K +384 +23%
BHWM
161
Bay Harbor Wealth Management
Maryland
$137K -$34.7K -525 -20%
SFS
162
Sowell Financial Services
Arkansas
$129K +$41.5K +629 +52%
PFA
163
Professional Financial Advisors
Nebraska
$127K +$7K +106 +6%
SIAP
164
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K
HIA
165
Harbor Investment Advisory
Maryland
$121K -$4.03K -61 -3%
TF
166
TimeScale Financial
Massachusetts
$105K +$23.5K +356 +29%
CL
167
COWA LLC
Oklahoma
$99K +$660 +10 +0.7%
GFPC
168
Global Financial Private Client
Florida
$94.5K
GIA
169
Goodwin Investment Advisory
Georgia
$89K -$7.66K -116 -8%
JP Morgan Chase
170
JP Morgan Chase
New York
$80K +$58.4K +884 +282%
LAS
171
Lloyd Advisory Services
Georgia
$77K -$6.27K -95 -8%
MWM
172
Mascoma Wealth Management
New Hampshire
$75K +$73.7K +1,116 New
HWMA
173
Heritage Wealth Management (Arizona)
Arizona
$66K +$65.1K +985 New
SPIA
174
Steward Partners Investment Advisory
New York
$65.7K
CFA
175
Carroll Financial Associates
North Carolina
$60K