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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$178K +$176K +2,448 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$173K -$27.9K -387 -14%
BHWM
178
Bay Harbor Wealth Management
Maryland
$166K +$432 +6 +0.3%
CF
179
Centaurus Financial
California
$153K +$5.12K +71 +4%
LFG
180
Leverty Financial Group
Wisconsin
$148K +$147K +2,036 New
FFA
181
Founders Financial Alliance
North Carolina
$144K -$22.3K -310 -14%
US Bancorp
182
US Bancorp
Minnesota
$142K
PFA
183
Professional Financial Advisors
Nebraska
$142K +$1.3K +18 +0.9%
TF
184
TimeScale Financial
Massachusetts
$140K +$26.8K +372 +24%
HIA
185
Harbor Investment Advisory
Maryland
$135K +$5.55K +77 +4%
MWM
186
Mascoma Wealth Management
New Hampshire
$131K +$19.4K +269 +18%
JP Morgan Chase
187
JP Morgan Chase
New York
$126K +$23.5K +326 +23%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$125K +$793 +11 +0.6%
CA
189
CoreCap Advisors
Michigan
$109K +$108K +1,492 New
GFPC
190
Global Financial Private Client
Florida
$102K
SPIA
191
Steward Partners Investment Advisory
New York
$92K
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K -$21.6K -300 -28%
LAS
193
Lloyd Advisory Services
Georgia
$89K +$1.23K +17 +1%
GIA
194
Goodwin Investment Advisory
Georgia
$75K -$25.2K -350 -25%
CWP
195
Concord Wealth Partners
Virginia
$75K +$67.6K +938 +967%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$71K +$64.1K +890 +1,099%
CWM
197
CarsonAllaria Wealth Management
Illinois
$71K +$70.2K +974 New
HNWAG
198
High Net Worth Advisory Group
Florida
$70K +$69.4K +963 New
FFA
199
Freedman Financial Associates
Massachusetts
$65K
LC
200
Lindbrook Capital
California
$60K +$59.1K +820 New