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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
CarsonAllaria Wealth Management
Illinois
$75.1K +$15.2K +243 +26%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$70K -$15.2K -244 -18%
BAM
203
Belpointe Asset Management
Nevada
$69.5K -$21.9K -350 -24%
CPFP
204
Clear Perspectives Financial Planning
Ohio
$68.2K -$2.19K -35 -3%
MA
205
Montag & Associates
Georgia
$65.9K
HIA
206
Harbor Investment Advisory
Maryland
$62.6K +$312 +5 +0.5%
CFG
207
CKW Financial Group
Hawaii
$61K +$11.1K +178 +23%
CWP
208
Concord Wealth Partners
Virginia
$58.8K -$125 -2 -0.2%
LC
209
Lindbrook Capital
California
$52.1K
LOIP
210
Live Oak Investment Partners
Texas
$44.9K
FFA
211
Founders Financial Alliance
North Carolina
$40.2K -$11.2K -180 -22%
AWM
212
Activest Wealth Management
Florida
$31.4K +$31.2K +499 New
LCM
213
Logan Capital Management
Pennsylvania
$27.5K
CT
214
Cambridge Trust
Massachusetts
$27.3K +$26.9K +430 New
EWM
215
EPG Wealth Management
Georgia
$25.4K +$25K +400 New
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$25.2K
ACA
217
Aptus Capital Advisors
Alabama
$24.9K +$24.4K +391 New
William Blair & Company
218
William Blair & Company
Illinois
$24K
MIM
219
Macroview Investment Management
Maryland
$23.8K
NA
220
NewEdge Advisors
Louisiana
$21.6K +$562 +9 +3%
RFA
221
Register Financial Advisors
Georgia
$18.3K
CFD
222
Creative Financial Designs
Indiana
$18.3K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$17.7K +$6.37K +102 +58%
NSIM
224
North Star Investment Management
Illinois
$13.3K
CFGS
225
Concourse Financial Group Securities
Alabama
$12.7K