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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Legacy Financial Strategies
Kansas
$1.36M +$1.38M +25,223 New
BCM
27
Brookstone Capital Management
Illinois
$1.32M +$882K +16,156 +195%
JWM
28
Jackson Wealth Management
Florida
$1.29M +$60.1K +1,101 +5%
SWM
29
Shakespeare Wealth Management
Wisconsin
$1.28M +$1.29M +23,694 New
AF
30
Allworth Financial
California
$1.25M -$58.5K -1,071 -4%
GFPC
31
Global Financial Private Capital
Florida
$1.2M +$82.1K +1,503 +40%
NWM
32
Northwest Wealth Management
Iowa
$1.19M -$116K -2,121 -9%
Stifel Financial
33
Stifel Financial
Missouri
$1.16M +$124K +2,276 +12%
AF
34
Advisornet Financial
Minnesota
$1.12M +$1.13M +20,744 New
EA
35
Efficient Advisors
Ohio
$1.1M -$28K -513 -2%
PA
36
Parallel Advisors
California
$1.03M
FA
37
FDx Advisors
Illinois
$1.02M +$85.1K +1,559 +9%
ACP
38
Aveo Capital Partners
Colorado
$993K +$50K +916 +5%
UCFA
39
United Capital Financial Advisors
Texas
$919K
VA
40
Valmark Advisers
Ohio
$886K +$898K +16,444 New
SCM
41
Stonehearth Capital Management
Massachusetts
$876K -$2.13K -39 -0.2%
JFA
42
JNBA Financial Advisors
Minnesota
$853K +$49.4K +905 +6%
SFG
43
StrategIQ Financial Group
Indiana
$772K +$46.5K +851 +6%
CMP
44
Courage Miller Partners
Virginia
$766K -$83.9K -1,537 -10%
CWM
45
Circle Wealth Management
New Jersey
$765K -$12.4K -227 -2%
RCG
46
Ruggie Capital Group
Florida
$765K +$6.93K +127 +0.9%
BTS
47
BB&T Securities
Virginia
$758K +$481K +8,808 +167%
SI
48
Stephens Inc
Arkansas
$686K +$695K +12,735 New
CAMG
49
CWA Asset Management Group
Florida
$680K +$57.1K +1,046 +9%
CCA
50
Clearwater Capital Advisors
Illinois
$643K +$16.9K +309 +3%