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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
McNaughton Wealth Management
California
$1.69M +$821K +15,002 +73%
VWA
27
Visionary Wealth Advisors
Illinois
$1.64M +$43.4K +793 +2%
Jane Street
28
Jane Street
New York
$1.49M +$1.12M +20,418 +186%
RWM
29
Ritholtz Wealth Management
New York
$1.48M +$124K +2,262 +8%
Mariner
30
Mariner
Kansas
$1.48M -$13.6K -248 -0.8%
MFS
31
Madrona Financial Services
Washington
$1.46M -$206K -3,765 -11%
SFG
32
StrategIQ Financial Group
Indiana
$1.45M +$144K +2,632 +9%
WCG
33
Weaver Consulting Group
California
$1.44M -$240K -4,378 -13%
AAS
34
Annex Advisory Services
Wisconsin
$1.37M -$1.3M -23,698 -45%
Ameriprise
35
Ameriprise
Minnesota
$1.31M -$299K -5,452 -17%
Citadel Advisors
36
Citadel Advisors
Florida
$1.22M -$650K -11,867 -32%
AWA
37
ARQ Wealth Advisors
Arizona
$1.22M +$1.41M +25,692 New
SWP
38
Stratos Wealth Partners
Ohio
$1.19M -$124K -2,270 -8%
AWM
39
Avior Wealth Management
Nebraska
$1.09M -$24.3K -444 -2%
AWM
40
AE Wealth Management
Kansas
$1.06M -$1.46M -26,656 -54%
VFP
41
Verus Financial Partners
Virginia
$1.05M +$20K +365 +2%
EA
42
Efficient Advisors
Ohio
$1.03M -$22.3K -407 -2%
SWM
43
Shakespeare Wealth Management
Wisconsin
$989K -$143K -2,608 -11%
RCA
44
Rowland Carmichael Advisors
Arizona
$954K +$188K +3,425 +21%
UCFA
45
United Capital Financial Advisors
Texas
$906K +$13.4K +245 +1%
CPO
46
Cerity Partners OCIO
New York
$894K +$56K +1,023 +6%
CCFM
47
Clear Creek Financial Management
Washington
$883K +$166K +3,038 +21%
CI
48
CX Institutional
Indiana
$849K +$224K +4,093 +30%
CWM
49
Cornerstone Wealth Management
Missouri
$826K -$114K -2,081 -11%
NAS
50
Nicolet Advisory Services
Wisconsin
$805K +$466K +8,506 +101%