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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
$625K +$141K +3,094 +29%
Ameriprise
27
Ameriprise
Minnesota
$533K -$3.25M -71,487 -86%
SFG
28
StrategIQ Financial Group
Indiana
$491K +$38K +834 +8%
CAMG
29
CWA Asset Management Group
Florida
$490K +$4.42K +97 +0.9%
LPT
30
Legacy Private Trust
Wisconsin
$471K +$468K +10,272 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$465K -$57.9K -1,271 -11%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$456K +$7.78K +171 +2%
FA
33
FDx Advisors
Illinois
$452K -$1.36K -30 -0.3%
RA
34
RFG Advisory
Alabama
$430K +$7.05K +155 +2%
WA
35
Waverly Advisors
Alabama
$426K +$33K +725 +8%
JWA
36
JFS Wealth Advisors
Pennsylvania
$408K +$89.3K +1,962 +28%
AWM
37
Avior Wealth Management
Nebraska
$378K +$152K +3,341 +68%
AG
38
Advisor Group
Arizona
$343K +$341K +7,493 New
SBL
39
Sargent Bickham Lagudis
Colorado
$326K
PAG
40
Private Advisor Group
New Jersey
$326K +$73.3K +1,610 +29%
UBS Group
41
UBS Group
Switzerland
$322K -$107K -2,344 -25%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$312K
SI
43
SII Investments
Wisconsin
$301K +$299K +6,569 New
ICAS
44
Investors Capital Advisory Services
Massachusetts
$288K
Wells Fargo
45
Wells Fargo
California
$276K -$1.41M -31,028 -84%
Citadel Advisors
46
Citadel Advisors
Florida
$266K +$264K +5,804 New
JP Morgan Chase
47
JP Morgan Chase
New York
$248K -$45.5K -1,000 -16%
VFP
48
Verus Financial Partners
Virginia
$230K +$1.41K +31 +0.6%
VFA
49
Voya Financial Advisors
Connecticut
$227K -$2.23K -49 -1%
RCG
50
Ruggie Capital Group
Florida
$218K +$216K +4,752 New