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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$561K -$9.09K -188 -2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$539K +$19.8K +410 +4%
MFS
28
Madrona Financial Services
Washington
$446K +$21.8K +452 +5%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$399K +$16K +331 +4%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$362K +$171K +3,541 +87%
UBS Group
31
UBS Group
Switzerland
$317K +$106K +2,186 +49%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$288K +$26.3K +544 +10%
AIG
33
American International Group
New York
$245K +$6.04K +125 +2%
OC
34
Oakworth Capital
Alabama
$223K -$26.1K -540 -10%
WPW
35
Waldron Private Wealth
Pennsylvania
$221K
W
36
Wealthquest
Ohio
$213K +$1.11K +23 +0.5%
OAJ
37
Ogorek Anthony Joseph
New York
$209K -$7.97K -165 -4%
Mariner
38
Mariner
Kansas
$203K +$207K +4,290 New
NC
39
NewSquare Capital
Pennsylvania
$197K -$12.6K -260 -6%
WA
40
Waverly Advisors
Alabama
$179K +$4.59K +95 +3%
SIG
41
Stanford Investment Group
California
$160K
AWM
42
Avior Wealth Management
Nebraska
$133K
PIA
43
Peachtree Investment Advisors
Georgia
$118K +$76.8K +1,590 +179%
FWM
44
Focused Wealth Management
New York
$42K +$2.42K +50 +6%
SCA
45
Strategic Capital Alternatives
United States
$24K +$24.7K +511 New
AIP
46
Ameritas Investment Partners
Nebraska
$17K
DADC
47
D.A. Davidson & Co
Montana
$13K
CFG
48
CKW Financial Group
Hawaii
$13K +$5.9K +122 +79%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$9K
MFS
50
MSI Financial Services
Massachusetts
$7K