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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
$1.77M -$170K -3,270 -9%
RWM
27
Ritholtz Wealth Management
New York
$1.75M +$27.1K +520 +2%
Mariner
28
Mariner
Kansas
$1.73M +$18.5K +355 +1%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.7M -$326K -6,267 -17%
AAS
30
Annex Advisory Services
Wisconsin
$1.66M +$68.4K +1,314 +5%
WCG
31
Weaver Consulting Group
California
$1.64M -$22.4K -431 -1%
MFS
32
Madrona Financial Services
Washington
$1.64M -$43.4K -834 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.56M +$668K +12,844 +82%
Citadel Advisors
34
Citadel Advisors
Florida
$1.49M +$76.7K +1,474 +6%
Ameriprise
35
Ameriprise
Minnesota
$1.39M -$115K -2,207 -8%
AWA
36
ARQ Wealth Advisors
Arizona
$1.38M -$32.3K -620 -2%
Wells Fargo
37
Wells Fargo
California
$1.32M -$16M -307,482 -93%
SWP
38
Stratos Wealth Partners
Ohio
$1.31M -$57.3K -1,101 -4%
FAIM
39
Financial Advocates Investment Management
Washington
$1.2M +$687K +13,209 +254%
EA
40
Efficient Advisors
Ohio
$1.2M +$416 +8 +0%
AWM
41
AE Wealth Management
Kansas
$1.19M -$35.4K -680 -3%
AWM
42
Avior Wealth Management
Nebraska
$1.16M -$95.2K -1,830 -8%
VFP
43
Verus Financial Partners
Virginia
$1.15M -$65.3K -1,255 -6%
CPO
44
Cerity Partners OCIO
New York
$1.12M +$78.3K +1,505 +8%
RCA
45
Rowland Carmichael Advisors
Arizona
$1.11M +$6.71K +129 +0.6%
CCFM
46
Clear Creek Financial Management
Washington
$1.03M +$63.2K +1,214 +7%
NAS
47
Nicolet Advisory Services
Wisconsin
$1M +$66.9K +1,285 +8%
CI
48
CX Institutional
Indiana
$997K +$15.1K +291 +2%
UCFA
49
United Capital Financial Advisors
Texas
$981K -$63.1K -1,213 -6%
AF
50
Advisornet Financial
Minnesota
$934K +$67.4K +1,296 +8%