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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
$264K -$21.6K -461 -8%
OC
27
Oakworth Capital
Alabama
$253K +$36.8K +784 +18%
AIG
28
American International Group
New York
$240K -$1.17K -25 -0.5%
GIM
29
Goelzer Investment Management
Indiana
$228K
WPW
30
Waldron Private Wealth
Pennsylvania
$222K
OAJ
31
Ogorek Anthony Joseph
New York
$217K +$11.3K +241 +6%
UBS Group
32
UBS Group
Switzerland
$214K -$8.17K -174 -4%
W
33
Wealthquest
Ohio
$212K +$209K +4,460 New
PWAG
34
Polaris Wealth Advisory Group
California
$212K +$209K +4,462 New
NC
35
NewSquare Capital
Pennsylvania
$209K -$239K -5,095 -54%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$194K +$18.7K +398 +11%
MAA
37
Managed Account Advisors
New Jersey
$176K -$11.6M -247,237 -99%
WA
38
Waverly Advisors
Alabama
$175K +$16.2K +346 +10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$166K +$164K +3,494 New
SIG
40
Stanford Investment Group
California
$160K
AWM
41
Avior Wealth Management
Nebraska
$134K +$2.02K +43 +2%
Creative Planning
42
Creative Planning
Kansas
$59K +$5.68K +121 +11%
PIA
43
Peachtree Investment Advisors
Georgia
$42K +$20.7K +440 +98%
FWM
44
Focused Wealth Management
New York
$40K +$47 +1 +0.1%
AIP
45
Ameritas Investment Partners
Nebraska
$17K
DADC
46
D.A. Davidson & Co
Montana
$13K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$9K
BPBT
48
Boston Private Bank & Trust
Massachusetts
$9K
MFS
49
MSI Financial Services
Massachusetts
$7K -$2.35K -50 -25%
CFG
50
CKW Financial Group
Hawaii
$7K