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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Bellwether Advisors
Nebraska
$144K +$57.8K +908 +60%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$139K -$2.16K -34 -1%
JP Morgan Chase
178
JP Morgan Chase
New York
$136K +$8.53K +134 +6%
CF
179
Centaurus Financial
California
$128K +$11.4K +179 +9%
US Bancorp
180
US Bancorp
Minnesota
$117K – – –
PFA
181
Professional Financial Advisors
Nebraska
$112K -$9.68K -152 -8%
SPIA
182
Steward Partners Investment Advisory
New York
$103K – – –
FFA
183
Founders Financial Alliance
North Carolina
$100K -$8.02K -126 -7%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$95K +$127 +2 +0.1%
CA
185
CoreCap Advisors
Michigan
$91K +$97.1K +1,525 New
GIA
186
Goodwin Investment Advisory
Georgia
$80K +$13.4K +211 +19%
GFPC
187
Global Financial Private Client
Florida
$79.8K -$4.77K -75 -5%
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K – – –
HIA
189
Harbor Investment Advisory
Maryland
$73K -$39.2K -616 -34%
COCM
190
Charter Oak Capital Management
New Hampshire
$64K +$5.79K +91 +9%
CWM
191
Curi Wealth Management
North Carolina
$62K +$65.6K +1,030 New
CWM
192
CarsonAllaria Wealth Management
Illinois
$57K -$2.29K -36 -4%
LPP
193
Life Planning Partners
Florida
$56K – – –
CWP
194
Concord Wealth Partners
Virginia
$55K -$7.96K -125 -12%
HNWAG
195
High Net Worth Advisory Group
Florida
$54K -$4.2K -66 -7%
BWS
196
BCR Wealth Strategies
Alabama
$51K +$1.72K +27 +3%
LC
197
Lindbrook Capital
California
$49K – – –
CFG
198
CKW Financial Group
Hawaii
$45K +$1.08K +17 +2%
ODG
199
O'Dell Group
Ohio
$35K +$64 +1 +0.2%
GWM
200
Geneos Wealth Management
Colorado
$35K +$11.1K +175 +43%