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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$394K +$414K +9,022 New
BSWM
27
Boston Standard Wealth Management
Massachusetts
$386K +$24.9K +543 +6%
Morgan Stanley
28
Morgan Stanley
New York
$339K -$186K -4,063 -34%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$305K -$508K -11,082 -61%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$299K -$625K -13,631 -67%
UBS Group
31
UBS Group
Switzerland
$287K -$5.09K -111 -2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$258K -$8.3K -181 -3%
AIG
33
American International Group
New York
$219K -$6.65K -145 -3%
WPW
34
Waldron Private Wealth
Pennsylvania
$203K
W
35
Wealthquest
Ohio
$200K +$5K +109 +2%
OAJ
36
Ogorek Anthony Joseph
New York
$193K +$779 +17 +0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$190K -$622K -13,579 -76%
OC
38
Oakworth Capital
Alabama
$189K -$18K -393 -8%
NC
39
NewSquare Capital
Pennsylvania
$159K -$22.9K -500 -12%
SIG
40
Stanford Investment Group
California
$147K
WA
41
Waverly Advisors
Alabama
$146K -$19.3K -422 -11%
AWM
42
Avior Wealth Management
Nebraska
$128K +$6.1K +133 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$118K +$124K +2,706 New
ACM
44
Argentus Capital Management
Texas
$77K +$80.4K +1,755 New
SCA
45
Strategic Capital Alternatives
United States
$69K +$49K +1,070 +209%
Creative Planning
46
Creative Planning
Kansas
$49K +$51.8K +1,131 New
FWM
47
Focused Wealth Management
New York
$39K +$137 +3 +0.3%
TFO
48
Tarbox Family Office
California
$30K +$31.9K +695 New
FIG
49
Fusion Investment Group
Pennsylvania
$23K +$23.6K +516 New
Citigroup
50
Citigroup
New York
$19K +$20.3K +443 New