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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Vigilare Wealth Management
Arizona
$215K -$21.2K -306 -9%
TCMP
177
Thrive Capital Management (Pennsylvania)
Pennsylvania
$215K +$216K +3,126 New
PCG
178
Private Capital Group
Connecticut
$214K +$2.21K +32 +1%
PWM
179
Penobscot Wealth Management
Maine
$211K +$211K +3,054 New
FAIM
180
Financial Advocates Investment Management
Washington
$207K
STA
181
Summit Trail Advisors
New York
$207K
SWA
182
Sightline Wealth Advisors
Connecticut
$206K -$31.6K -457 -13%
MMA
183
Miracle Mile Advisors
California
$203K +$204K +2,946 New
GKWIM
184
Gerber Kawasaki Wealth & Investment Management
California
$200K +$201K +2,903 New
BHWM
185
Bay Harbor Wealth Management
Maryland
$175K +$11.6K +168 +7%
S
186
SignatureFD
Georgia
$174K
MWM
187
Mascoma Wealth Management
New Hampshire
$170K +$46.5K +673 +37%
TF
188
TimeScale Financial
Massachusetts
$164K +$31.7K +459 +24%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$163K -$899 -13 -0.5%
NC
190
NewSquare Capital
Pennsylvania
$151K +$151K +2,190 New
JP Morgan Chase
191
JP Morgan Chase
New York
$148K +$28.5K +412 +24%
PFA
192
Professional Financial Advisors
Nebraska
$139K +$4.63K +67 +3%
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$139K +$140K +2,019 New
CF
194
Centaurus Financial
California
$135K -$9.41K -136 -6%
US Bancorp
195
US Bancorp
Minnesota
$135K
HIA
196
Harbor Investment Advisory
Maryland
$126K -$1.8K -26 -1%
FFA
197
Founders Financial Alliance
North Carolina
$124K -$12.7K -183 -9%
SPIA
198
Steward Partners Investment Advisory
New York
$119K +$31.5K +455 +36%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$109K -$9.68K -140 -8%
BA
200
Bellwether Advisors
Nebraska
$103K +$104K +1,506 New