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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Founders Financial Alliance
North Carolina
$97K +$4.86K +80 +5%
SPIA
177
Steward Partners Investment Advisory
New York
$96K – – –
CPFP
178
Clear Perspectives Financial Planning
Ohio
$95K -$128K -2,100 -55%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$88K +$486 +8 +0.5%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$85K -$236K -3,890 -72%
Citigroup
181
Citigroup
New York
$83K +$91.2K +1,500 New
GIA
182
Goodwin Investment Advisory
Georgia
$76K +$2.13K +35 +3%
GFPC
183
Global Financial Private Client
Florida
$74.9K – – –
HIA
184
Harbor Investment Advisory
Maryland
$61K -$6.99K -115 -9%
CWM
185
CarsonAllaria Wealth Management
Illinois
$53K +$365 +6 +0.6%
LPP
186
Life Planning Partners
Florida
$51.9K – – –
HNWAG
187
High Net Worth Advisory Group
Florida
$50K +$486 +8 +0.9%
BWS
188
BCR Wealth Strategies
Alabama
$49K +$1.7K +28 +3%
LC
189
Lindbrook Capital
California
$45K – – –
CFG
190
CKW Financial Group
Hawaii
$42K +$1.16K +19 +3%
PA
191
Parallel Advisors
California
$40K +$17.9K +294 +69%
CL
192
COWA LLC
Oklahoma
$36K +$39.3K +647 New
NL
193
NVWM LLC
Pennsylvania
$34K +$27.7K +456 +280%
ODG
194
O'Dell Group
Ohio
$32K +$304 +5 +0.9%
LCM
195
Logan Capital Management
Pennsylvania
$24K – – –
MIM
196
Macroview Investment Management
Maryland
$21K – – –
William Blair & Company
197
William Blair & Company
Illinois
$21K +$122 +2 +0.5%
CFD
198
Creative Financial Designs
Indiana
$16K – – –
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$15K -$1.95K -32 -11%
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$14K – – –