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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Northwest Wealth Management
Iowa
$1.67M +$496K +9,080 +41%
TC
27
Trilogy Capital
California
$1.57M +$66.2K +1,213 +4%
Ameriprise
28
Ameriprise
Minnesota
$1.45M -$735K -13,457 -33%
LPT
29
Legacy Private Trust
Wisconsin
$1.44M -$89.4K -1,638 -6%
JWM
30
Jackson Wealth Management
Florida
$1.42M +$180K +3,296 +14%
CCM
31
Canal Capital Management
Virginia
$1.4M -$5.57K -102 -0.4%
SWM
32
Shakespeare Wealth Management
Wisconsin
$1.39M +$120K +2,206 +9%
WA
33
Waverly Advisors
Alabama
$1.38M -$21.2K -389 -1%
GFPC
34
Global Financial Private Capital
Florida
$1.14M -$13.6K -250 -5%
EA
35
Efficient Advisors
Ohio
$1.07M -$18.4K -337 -2%
BCM
36
Brookstone Capital Management
Illinois
$1.06M -$247K -4,529 -19%
AF
37
Allworth Financial
California
$1.05M -$188K -3,437 -15%
ACP
38
Aveo Capital Partners
Colorado
$1.04M +$59.8K +1,095 +6%
AWM
39
Avior Wealth Management
Nebraska
$1.02M -$91K -1,666 -8%
PAG
40
Private Advisor Group
New Jersey
$1M +$717K +13,137 +237%
AF
41
Advisornet Financial
Minnesota
$994K -$118K -2,157 -10%
PA
42
Parallel Advisors
California
$930K -$96.7K -1,771 -9%
JFA
43
JNBA Financial Advisors
Minnesota
$913K +$67.2K +1,231 +8%
VA
44
Valmark Advisers
Ohio
$899K +$19.5K +358 +2%
SCM
45
Stonehearth Capital Management
Massachusetts
$885K +$14.9K +273 +2%
SFG
46
StrategIQ Financial Group
Indiana
$880K +$116K +2,124 +15%
UCFA
47
United Capital Financial Advisors
Texas
$813K -$101K -1,858 -11%
CWM
48
Circle Wealth Management
New Jersey
$760K +$764 +14 +0.1%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$753K +$218K +3,996 +40%
CAMG
50
CWA Asset Management Group
Florida
$744K +$70.1K +1,284 +10%