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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.99M -$2.01M -34,930 -50%
RWM
27
Ritholtz Wealth Management
New York
$1.9M +$56.7K +983 +3%
SFG
28
StrategIQ Financial Group
Indiana
$1.9M -$23.8K -413 -1%
MFS
29
Madrona Financial Services
Washington
$1.84M +$107K +1,855 +6%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.79M -$6.34K -110 -0.4%
AAS
31
Annex Advisory Services
Wisconsin
$1.78M +$27.6K +479 +2%
Mariner
32
Mariner
Kansas
$1.77M -$49K -850 -3%
WCG
33
Weaver Consulting Group
California
$1.73M +$2.08K +36 +0.1%
Ameriprise
34
Ameriprise
Minnesota
$1.59M -$190K -3,288 -13%
PWAG
35
Polaris Wealth Advisory Group
California
$1.5M -$1.31M -22,790 -47%
FAAM
36
First Ascent Asset Management
Colorado
$1.45M +$1.44M +25,002 New
AWM
37
AE Wealth Management
Kansas
$1.4M +$147K +2,546 +12%
UBS Group
38
UBS Group
Switzerland
$1.33M +$477K +8,274 +56%
MWM
39
McNaughton Wealth Management
California
$1.31M -$560K -9,705 -30%
CPO
40
Cerity Partners OCIO
New York
$1.3M +$116K +2,005 +10%
AWA
41
ARQ Wealth Advisors
Arizona
$1.27M -$180K -3,117 -12%
EA
42
Efficient Advisors
Ohio
$1.23M -$33K -573 -3%
UCFA
43
United Capital Financial Advisors
Texas
$1.19M +$149K +2,587 +14%
CI
44
CX Institutional
Indiana
$1.17M +$111K +1,921 +11%
AWM
45
Avior Wealth Management
Nebraska
$1.13M -$96K -1,664 -8%
RCA
46
Rowland Carmichael Advisors
Arizona
$1.1M -$70.3K -1,220 -6%
SWM
47
Shakespeare Wealth Management
Wisconsin
$1.07M +$1.07M +18,497 New
BCM
48
Brookstone Capital Management
Illinois
$948K -$18.4K -319 -2%
SWP
49
Stratos Wealth Partners
Ohio
$933K -$448K -7,771 -33%
AF
50
Advisornet Financial
Minnesota
$902K -$84.5K -1,466 -9%