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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$278K -$343K -7,472 -55%
AIG
27
American International Group
New York
$235K -$1.19K -26 -0.5%
GIM
28
Goelzer Investment Management
Indiana
$222K -$24.5K -533 -10%
WPW
29
Waldron Private Wealth
Pennsylvania
$216K +$215K +4,670 New
UBS Group
30
UBS Group
Switzerland
$216K +$215K +4,671 New
OC
31
Oakworth Capital
Alabama
$207K
OAJ
32
Ogorek Anthony Joseph
New York
$200K +$199K +4,328 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$171K +$44.6K +970 +36%
SIG
34
Stanford Investment Group
California
$156K +$155K +3,377 New
WA
35
Waverly Advisors
Alabama
$154K +$15.1K +329 +11%
AWM
36
Avior Wealth Management
Nebraska
$128K
Creative Planning
37
Creative Planning
Kansas
$52K -$27.9K -607 -35%
NPC
38
National Planning Corporation
California
$49.8K +$50.1K +1,091 New
FWM
39
Focused Wealth Management
New York
$39K +$46 +1 +0.1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$28K
RIA
41
Regal Investment Advisors
Michigan
$28K
PIA
42
Peachtree Investment Advisors
Georgia
$21K
AIP
43
Ameritas Investment Partners
Nebraska
$16K +$16.5K +360 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14K +$2.57K +56 +22%
DADC
45
D.A. Davidson & Co
Montana
$13K +$13.1K +286 New
Citigroup
46
Citigroup
New York
$12K
MFS
47
MSI Financial Services
Massachusetts
$9K -$6.89K -150 -43%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$9K +$1.93K +42 +29%
BPBT
49
Boston Private Bank & Trust
Massachusetts
$8K -$919 -20 -10%
CFG
50
CKW Financial Group
Hawaii
$7K