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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Canal Capital Management
Virginia
$2.17M +$482K +8,548 +30%
SS
27
Simplicity Solutions
Minnesota
$2.11M +$1.62M +28,691 +371%
ACP
28
Aveo Capital Partners
Colorado
$2.01M +$243K +4,317 +14%
MFS
29
Madrona Financial Services
Washington
$2M -$53.8K -955 -3%
VWA
30
Visionary Wealth Advisors
Illinois
$1.96M +$1.9M +33,765 New
Ameriprise
31
Ameriprise
Minnesota
$1.91M -$1.12M -19,801 -38%
WCG
32
Weaver Consulting Group
California
$1.9M +$142K +2,513 +8%
Mariner
33
Mariner
Kansas
$1.82M -$9.07K -161 -0.5%
RWM
34
Ritholtz Wealth Management
New York
$1.68M +$268K +4,759 +20%
SFG
35
StrategIQ Financial Group
Indiana
$1.61M +$111K +1,977 +8%
SWP
36
Stratos Wealth Partners
Ohio
$1.58M +$60.3K +1,070 +4%
CAMG
37
CWA Asset Management Group
Florida
$1.43M -$69.9K -1,240 -5%
SWM
38
Shakespeare Wealth Management
Wisconsin
$1.36M -$21.6K -383 -2%
AWM
39
Avior Wealth Management
Nebraska
$1.36M -$3.89K -69 -0.3%
PFA
40
Professional Financial Advisors
Nebraska
$1.32M +$1.29M +22,837 New
EA
41
Efficient Advisors
Ohio
$1.29M +$28.7K +510 +2%
VFP
42
Verus Financial Partners
Virginia
$1.26M +$57.1K +1,014 +5%
MWM
43
McNaughton Wealth Management
California
$1.2M +$1.16M +20,576 New
RA
44
RFG Advisory
Alabama
$1.13M -$952K -16,899 -46%
CWM
45
Cornerstone Wealth Management
Missouri
$1.13M +$51.3K +910 +5%
Stifel Financial
46
Stifel Financial
Missouri
$1.1M -$507K -8,990 -32%
UCFA
47
United Capital Financial Advisors
Texas
$1.09M +$20.5K +363 +2%
CPO
48
Cerity Partners OCIO
New York
$1.04M +$90.7K +1,609 +10%
RCA
49
Rowland Carmichael Advisors
Arizona
$968K +$123K +2,183 +15%
AF
50
Advisornet Financial
Minnesota
$943K -$225K -3,988 -20%