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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$692K
VKH
27
Virtu KCG Holdings
New York
$670K +$681K +14,947 New
MFS
28
Madrona Financial Services
Washington
$665K +$182K +4,001 +37%
JWM
29
Jackson Wealth Management
Florida
$656K +$26.2K +576 +4%
CAMG
30
CWA Asset Management Group
Florida
$575K +$585K +12,827 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$511K +$273 +6 +0.1%
UBS Group
32
UBS Group
Switzerland
$445K +$152K +3,346 +51%
FA
33
FDx Advisors
Illinois
$359K +$365K +8,009 New
SFG
34
StrategIQ Financial Group
Indiana
$353K +$359K +7,873 New
JWA
35
JFS Wealth Advisors
Pennsylvania
$306K +$311K +6,826 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$283K +$164K +3,605 +133%
ICAS
37
Investors Capital Advisory Services
Massachusetts
$282K -$31.8K -697 -10%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$269K +$3.69K +81 +1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$266K -$153K -3,362 -36%
CS
40
Credit Suisse
Switzerland
$266K +$270K +5,926 New
AIG
41
American International Group
New York
$230K +$4.97K +109 +2%
WPW
42
Waldron Private Wealth
Pennsylvania
$209K
SG
43
Strid Group
Pennsylvania
$208K +$211K +4,635 New
OAJ
44
Ogorek Anthony Joseph
New York
$183K -$15.8K -346 -8%
NC
45
NewSquare Capital
Pennsylvania
$164K
OC
46
Oakworth Capital
Alabama
$147K -$47.5K -1,042 -24%
AWM
47
Avior Wealth Management
Nebraska
$132K +$46 +1 +0%
SIG
48
Stanford Investment Group
California
$107K -$45K -987 -29%
Citigroup
49
Citigroup
New York
$87K +$68.4K +1,500 +339%
MFS
50
MSI Financial Services
Massachusetts
$76K +$70.9K +1,556 +1,037%