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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.6M +$2M +28,151 +308%
AAS
27
Annex Advisory Services
Wisconsin
$2.42M -$145K -2,033 -6%
WCG
28
Weaver Consulting Group
California
$2.29M +$128K +1,800 +6%
ACS
29
Archford Capital Strategies
Illinois
$2.29M -$25.9K -363 -1%
SW
30
SteelPeak Wealth
California
$2.26M -$90.2K -1,267 -4%
AWM
31
AE Wealth Management
Kansas
$2M -$257K -3,610 -11%
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$2M +$686K +9,637 +51%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.99M +$43.4K +609 +2%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.98M – – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.93M +$228K +3,197 +13%
VWA
36
Visionary Wealth Advisors
Illinois
$1.89M -$33.8K -474 -2%
CF
37
Clarity Financial
Texas
$1.8M +$959K +13,471 +109%
CPO
38
Cerity Partners OCIO
New York
$1.75M +$60.8K +854 +4%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.74M -$264K -3,706 -13%
KAS
40
Kestra Advisory Services
Texas
$1.72M -$1.16M -16,317 -40%
Ameriprise
41
Ameriprise
Minnesota
$1.67M +$84.8K +1,191 +5%
PWAG
42
Polaris Wealth Advisory Group
California
$1.61M +$34.3K +481 +2%
CI
43
CX Institutional
Indiana
$1.54M -$149K -2,090 -9%
UBS Group
44
UBS Group
Switzerland
$1.53M -$358K -5,025 -19%
OMC
45
Old Mission Capital
Illinois
$1.5M +$1.53M +21,437 New
GM
46
GeoWealth Management
Illinois
$1.49M +$1.52M +21,391 New
VFP
47
Verus Financial Partners
Virginia
$1.38M -$22.3K -313 -2%
Jane Street
48
Jane Street
New York
$1.31M -$2.29M -32,121 -63%
SSC
49
Syverson Strege & Co
Iowa
$1.29M -$4.91K -69 -0.4%
Stifel Financial
50
Stifel Financial
Missouri
$1.28M -$8.19K -115 -0.6%