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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
$1.69M +$310K +5,766 +22%
JWM
27
Jackson Wealth Management
Florida
$1.62M +$167K +3,101 +12%
PWM
28
Patriot Wealth Management
Texas
$1.62M -$50.8K -943 -3%
LPT
29
Legacy Private Trust
Wisconsin
$1.49M +$51.6K +959 +4%
CCM
30
Canal Capital Management
Virginia
$1.45M +$52.2K +969 +4%
Ameriprise
31
Ameriprise
Minnesota
$1.35M -$99.9K -1,855 -7%
SWM
32
Shakespeare Wealth Management
Wisconsin
$1.31M -$71.8K -1,334 -5%
GFPC
33
Global Financial Private Capital
Florida
$1.22M -$6.46K -120 -2%
SFG
34
StrategIQ Financial Group
Indiana
$1.1M +$225K +4,173 +25%
AWM
35
Avior Wealth Management
Nebraska
$1.08M +$56.3K +1,046 +5%
ACP
36
Aveo Capital Partners
Colorado
$1.07M +$31.2K +579 +3%
EA
37
Efficient Advisors
Ohio
$1.04M -$30.6K -569 -3%
AF
38
Advisornet Financial
Minnesota
$995K +$2.69K +50 +0.3%
JFA
39
JNBA Financial Advisors
Minnesota
$983K +$72.2K +1,342 +8%
CAG
40
Csenge Advisory Group
Florida
$866K +$295K +5,474 +51%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$804K +$53.3K +990 +7%
CCA
42
Clearwater Capital Advisors
Illinois
$772K +$37.6K +699 +5%
UCFA
43
United Capital Financial Advisors
Texas
$770K -$42.3K -786 -5%
CAMG
44
CWA Asset Management Group
Florida
$766K +$23.5K +436 +3%
CWM
45
Circle Wealth Management
New Jersey
$759K +$108 +2 +0%
PA
46
Parallel Advisors
California
$750K -$180K -3,337 -19%
CMP
47
Courage Miller Partners
Virginia
$737K +$969 +18 +0.1%
RCG
48
Ruggie Capital Group
Florida
$729K +$3.45K +64 +0.5%
VFP
49
Verus Financial Partners
Virginia
$687K +$85.4K +1,587 +14%
VA
50
Valmark Advisers
Ohio
$673K -$226K -4,206 -25%