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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
Jackson Wealth Management
Florida
$718K -$42K -894 -6%
VKH
27
Virtu KCG Holdings
New York
$708K -$787K -16,742 -53%
Ameriprise
28
Ameriprise
Minnesota
$658K +$105K +2,241 +19%
SFG
29
StrategIQ Financial Group
Indiana
$615K +$105K +2,240 +21%
WA
30
Waverly Advisors
Alabama
$575K +$132K +2,810 +30%
CAMG
31
CWA Asset Management Group
Florida
$506K -$940 -20 -0.2%
IA
32
IFP Advisors
Florida
$476K -$292K -6,208 -38%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$476K +$3.1K +66 +0.7%
FA
34
FDx Advisors
Illinois
$468K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$451K -$29.1K -620 -6%
RCG
36
Ruggie Capital Group
Florida
$446K +$218K +4,644 +98%
UBS Group
37
UBS Group
Switzerland
$418K +$83.8K +1,783 +25%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$371K +$46.7K +995 +15%
AG
39
Advisor Group
Arizona
$369K +$12.3K +262 +3%
SI
40
SII Investments
Wisconsin
$363K +$51.3K +1,092 +17%
PAG
41
Private Advisor Group
New Jersey
$360K +$20.9K +445 +6%
RA
42
RFG Advisory
Alabama
$335K -$106K -2,253 -24%
JWA
43
JFS Wealth Advisors
Pennsylvania
$331K -$90.2K -1,920 -22%
CPO
44
Cerity Partners OCIO
New York
$326K +$323K +6,865 New
VWA
45
V Wealth Advisors
Kansas
$296K +$292K +6,217 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$257K +$48.1K +1,023 +23%
JP Morgan Chase
47
JP Morgan Chase
New York
$256K
VFA
48
Voya Financial Advisors
Connecticut
$256K +$18.8K +400 +8%
VFP
49
Verus Financial Partners
Virginia
$243K +$5.45K +116 +2%
WPW
50
Waldron Private Wealth
Pennsylvania
$221K