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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
176
Clear Perspectives Financial Planning
Ohio
$95K -$128K -2,100 -55%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$88K +$486 +8 +0.5%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$85K -$236K -3,890 -72%
Citigroup
179
Citigroup
New York
$83K +$91.2K +1,500 New
GIA
180
Goodwin Investment Advisory
Georgia
$76K +$2.13K +35 +3%
GFPC
181
Global Financial Private Client
Florida
$74.9K
HIA
182
Harbor Investment Advisory
Maryland
$61K -$6.99K -115 -9%
CWM
183
CarsonAllaria Wealth Management
Illinois
$53K +$365 +6 +0.6%
LPP
184
Life Planning Partners
Florida
$51.9K
HNWAG
185
High Net Worth Advisory Group
Florida
$50K +$486 +8 +0.9%
BWS
186
BCR Wealth Strategies
Alabama
$49K +$1.7K +28 +3%
LC
187
Lindbrook Capital
California
$45K
CFG
188
CKW Financial Group
Hawaii
$42K +$1.16K +19 +3%
PA
189
Parallel Advisors
California
$40K +$17.9K +294 +69%
CL
190
COWA LLC
Oklahoma
$36K +$39.3K +647 New
NL
191
NVWM LLC
Pennsylvania
$34K +$27.7K +456 +280%
ODG
192
O'Dell Group
Ohio
$32K +$304 +5 +0.9%
LCM
193
Logan Capital Management
Pennsylvania
$24K
MIM
194
Macroview Investment Management
Maryland
$21K
William Blair & Company
195
William Blair & Company
Illinois
$21K +$122 +2 +0.5%
CFD
196
Creative Financial Designs
Indiana
$16K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$15K -$1.95K -32 -11%
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$14K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SJIA
200
St. James Investment Advisors
New York
$11K -$9.3K -153 -44%