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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Madrona Financial Services
Washington
$2.58M -$11.1K -159 -0.4%
SW
27
SteelPeak Wealth
California
$2.38M -$256K -3,681 -10%
ACS
28
Archford Capital Strategies
Illinois
$2.34M -$195K -2,807 -8%
FAAM
29
First Ascent Asset Management
Colorado
$2.31M +$229K +3,294 +11%
AWM
30
AE Wealth Management
Kansas
$2.28M -$37.8K -544 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.21M +$19.7K +283 +0.9%
WCG
32
Weaver Consulting Group
California
$2.19M -$26.6K -383 -1%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$2.02M +$1.38M +19,791 +225%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$2M -$175K -2,523 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.97M -$229K -3,290 -11%
VWA
36
Visionary Wealth Advisors
Illinois
$1.95M -$193K -2,778 -9%
UBS Group
37
UBS Group
Switzerland
$1.9M +$445K +6,394 +31%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.73M +$140K +2,018 +9%
CI
39
CX Institutional
Indiana
$1.71M +$66.4K +955 +4%
CPO
40
Cerity Partners OCIO
New York
$1.71M +$64.2K +923 +4%
Ameriprise
41
Ameriprise
Minnesota
$1.6M +$221K +3,182 +16%
PWAG
42
Polaris Wealth Advisory Group
California
$1.59M -$31.6K -455 -2%
W
43
Wealthquest
Ohio
$1.5M -$87.9K -1,264 -6%
GFG
44
Greystone Financial Group
Michigan
$1.38M +$556 +8 +0%
VFP
45
Verus Financial Partners
Virginia
$1.37M +$1.39K +20 +0.1%
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$1.35M +$621K +8,935 +88%
SSC
47
Syverson Strege & Co
Iowa
$1.32M +$112K +1,608 +9%
Stifel Financial
48
Stifel Financial
Missouri
$1.3M +$327K +4,696 +34%
Mariner
49
Mariner
Kansas
$1.25M +$390K +5,600 +46%
EA
50
Efficient Advisors
Ohio
$1.23M -$40.3K -579 -3%