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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$182K +$189K +2,872 New
SPIA
202
Steward Partners Investment Advisory
New York
$179K +$72.3K +1,100 +64%
BHWM
203
Bay Harbor Wealth Management
Maryland
$168K +$920 +14 +0.5%
S
204
SignatureFD
Georgia
$167K +$1.64K +25 +1%
JP Morgan Chase
205
JP Morgan Chase
New York
$158K -$459K -6,981 -74%
MWM
206
Mascoma Wealth Management
New Hampshire
$154K -$4.54K -69 -3%
PA
207
Parallel Advisors
California
$151K +$14K +213 +10%
GRP
208
Global Retirement Partners
California
$139K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$131K +$135K +2,058 New
Fidelity Investments
210
Fidelity Investments
Massachusetts
$128K +$263 +4 +0.2%
NL
211
NVWM LLC
Pennsylvania
$117K +$4.67K +71 +4%
CF
212
Centaurus Financial
California
$104K +$108K +1,636 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$102K +$526 +8 +0.5%
Citigroup
214
Citigroup
New York
$102K
William Blair & Company
215
William Blair & Company
Illinois
$91.2K +$69.5K +1,057 +279%
FFA
216
Founders Financial Alliance
North Carolina
$87.7K +$49.3K +750 +119%
CWM
217
CarsonAllaria Wealth Management
Illinois
$87.7K +$13.4K +204 +17%
GFPC
218
Global Financial Private Client
Florida
$83.6K
EWP
219
Elevation Wealth Partners
California
$72.1K -$32K -487 -30%
MA
220
Montag & Associates
Georgia
$65.8K
CFG
221
CKW Financial Group
Hawaii
$63K +$1.25K +19 +2%
CWP
222
Concord Wealth Partners
Virginia
$59.3K +$394 +6 +0.6%
US Bancorp
223
US Bancorp
Minnesota
$56.5K -$32.9K -500 -36%
LC
224
Lindbrook Capital
California
$52.1K
LOIP
225
Live Oak Investment Partners
Texas
$51.1K