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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.56M -$191K -3,531 -11%
CCM
27
Canal Capital Management
Virginia
$1.55M +$64.2K +1,186 +4%
Ameriprise
28
Ameriprise
Minnesota
$1.53M +$150K +2,779 +11%
GFPC
29
Global Financial Private Capital
Florida
$1.46M +$78.9K +1,458 +30%
LPT
30
Legacy Private Trust
Wisconsin
$1.4M -$121K -2,243 -8%
SWM
31
Shakespeare Wealth Management
Wisconsin
$1.28M -$57.8K -1,068 -4%
SFG
32
StrategIQ Financial Group
Indiana
$1.25M +$123K +2,273 +11%
BCM
33
Brookstone Capital Management
Illinois
$1.19M -$1.58M -29,139 -57%
UBS Group
34
UBS Group
Switzerland
$1.17M -$1.09M -20,151 -49%
AWM
35
Avior Wealth Management
Nebraska
$1.13M +$26.7K +494 +2%
ACP
36
Aveo Capital Partners
Colorado
$1.11M +$70.4K +1,301 +6%
Citadel Advisors
37
Citadel Advisors
Florida
$1.1M +$1.09M +20,110 New
EA
38
Efficient Advisors
Ohio
$1.09M +$32.8K +605 +3%
AF
39
Advisornet Financial
Minnesota
$930K -$87.3K -1,612 -9%
PAG
40
Private Advisor Group
New Jersey
$894K +$504K +9,308 +132%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$833K +$9.64K +178 +1%
PA
42
Parallel Advisors
California
$814K +$46.4K +858 +6%
CAMG
43
CWA Asset Management Group
Florida
$788K +$4.01K +74 +0.5%
UCFA
44
United Capital Financial Advisors
Texas
$787K – – –
CWM
45
Circle Wealth Management
New Jersey
$777K +$487 +9 +0.1%
CMP
46
Courage Miller Partners
Virginia
$755K +$595 +11 +0.1%
AG
47
Advisor Group
Arizona
$730K +$107K +1,973 +17%
VFP
48
Verus Financial Partners
Virginia
$729K +$26.4K +487 +4%
RCG
49
Ruggie Capital Group
Florida
$703K -$42.4K -784 -6%
VA
50
Valmark Advisers
Ohio
$626K -$61.2K -1,130 -9%