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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
$1.83M +$265K +5,184 +16%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.73M +$288K +5,632 +19%
Ameriprise
28
Ameriprise
Minnesota
$1.62M +$250K +4,882 +17%
JCM
29
Janney Capital Management
Pennsylvania
$1.57M +$1.65M +32,282 New
ACS
30
Archford Capital Strategies
Illinois
$1.54M -$296K -5,785 -15%
SWP
31
Stratos Wealth Partners
Ohio
$1.52M -$287K -5,608 -15%
CCM
32
Canal Capital Management
Virginia
$1.46M +$80.7K +1,578 +6%
PWM
33
Patriot Wealth Management
Texas
$1.39M -$111K -2,170 -7%
CAN
34
Cetera Advisor Networks
California
$1.35M -$40.3K -788 -3%
ACP
35
Aveo Capital Partners
Colorado
$1.23M +$198K +3,863 +18%
SFG
36
StrategIQ Financial Group
Indiana
$1.15M +$36.3K +710 +3%
SWM
37
Shakespeare Wealth Management
Wisconsin
$1.11M -$32K -626 -3%
EA
38
Efficient Advisors
Ohio
$1.01M +$42.4K +830 +4%
AWM
39
Avior Wealth Management
Nebraska
$1.01M +$1.89K +37 +0.2%
CAMG
40
CWA Asset Management Group
Florida
$961K +$275K +5,375 +37%
JFA
41
JNBA Financial Advisors
Minnesota
$959K +$1.01M +19,748 New
GFPC
42
Global Financial Private Capital
Florida
$915K +$569K +11,136 +176%
CWM
43
Cornerstone Wealth Management
Missouri
$889K -$26.2M -513,002 -97%
UCFA
44
United Capital Financial Advisors
Texas
$833K +$140K +2,745 +19%
PAG
45
Private Advisor Group
New Jersey
$808K +$14.3K +279 +2%
LPT
46
Legacy Private Trust
Wisconsin
$789K -$477K -9,326 -36%
BCM
47
Brookstone Capital Management
Illinois
$740K -$332K -6,494 -30%
VFP
48
Verus Financial Partners
Virginia
$729K
CFG
49
Cooper Financial Group
California
$728K +$767K +14,997 New
RWM
50
Ritholtz Wealth Management
New York
$717K +$342K +6,698 +83%