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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$842K +$268K +5,718 +47%
UCFA
27
United Capital Financial Advisors
Texas
$816K
CMP
28
Courage Miller Partners
Virginia
$802K -$1.78K -38 -0.2%
PA
29
Parallel Advisors
California
$796K +$792K +16,864 New
FA
30
FDx Advisors
Illinois
$767K +$300K +6,395 +65%
CAMG
31
CWA Asset Management Group
Florida
$743K +$238K +5,080 +48%
JWM
32
Jackson Wealth Management
Florida
$739K +$3.61K +77 +0.5%
SFG
33
StrategIQ Financial Group
Indiana
$708K +$96.1K +2,048 +16%
Ameriprise
34
Ameriprise
Minnesota
$701K +$46K +981 +7%
SCM
35
Stonehearth Capital Management
Massachusetts
$688K -$53.3K -1,135 -7%
PAG
36
Private Advisor Group
New Jersey
$686K +$311K +6,628 +87%
ACP
37
Aveo Capital Partners
Colorado
$663K +$659K +14,037 New
JFA
38
JNBA Financial Advisors
Minnesota
$661K +$657K +13,990 New
NWM
39
Northwest Wealth Management
Iowa
$625K +$621K +13,233 New
CWM
40
Circle Wealth Management
New Jersey
$582K +$579K +12,329 New
IA
41
IFP Advisors
Florida
$548K +$73.9K +1,574 +16%
VKH
42
Virtu KCG Holdings
New York
$505K -$198K -4,212 -28%
JCM
43
Janney Capital Management
Pennsylvania
$495K +$493K +10,503 New
BSWM
44
Boston Standard Wealth Management
Massachusetts
$484K +$10.7K +227 +2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$449K +$282 +6 +0.1%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$439K +$221K +4,698 +102%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$438K +$180K +3,842 +71%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$389K +$20.7K +440 +6%
AG
49
Advisor Group
Arizona
$367K +$1.97K +42 +0.5%
UBS Group
50
UBS Group
Switzerland
$352K -$63.5K -1,353 -15%