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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.85M +$2.54M +35,299 +934%
MSA
27
Marino Stram & Associates
Massachusetts
$2.82M -$28.6K -397 -1%
CCM
28
Canal Capital Management
Virginia
$2.8M +$9.87K +137 +0.4%
WCG
29
Weaver Consulting Group
California
$2.76M +$365K +5,058 +15%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.68M +$2.03M +28,209 +330%
FAAM
31
First Ascent Asset Management
Colorado
$2.62M -$590K -8,192 -19%
AAS
32
Annex Advisory Services
Wisconsin
$2.56M +$41.7K +578 +2%
AWM
33
AE Wealth Management
Kansas
$2.42M +$331K +4,591 +16%
Stifel Financial
34
Stifel Financial
Missouri
$2.42M +$1.07M +14,848 +81%
Legacy Financial Group (Iowa)
35
Legacy Financial Group (Iowa)
Iowa
$2.3M +$227K +3,152 +11%
AWA
36
Archvest Wealth Advisors
California
$2.26M +$2.24M +31,018 New
SW
37
SteelPeak Wealth
California
$2.24M -$113K -1,567 -5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.23M +$156K +2,161 +8%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$2.04M -$18.9K -262 -0.9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.02M +$2M +27,732 New
VWA
41
Visionary Wealth Advisors
Illinois
$1.97M -$9.01K -125 -0.5%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.94M -$71K -985 -4%
CPO
43
Cerity Partners OCIO
New York
$1.84M +$21.3K +295 +1%
ACS
44
Archford Capital Strategies
Illinois
$1.79M -$595K -8,261 -25%
CI
45
CX Institutional
Indiana
$1.66M +$46.8K +650 +3%
PWAG
46
Polaris Wealth Advisory Group
California
$1.65M -$20K -278 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$1.55M -$254K -3,530 -14%
Ameriprise
48
Ameriprise
Minnesota
$1.54M -$203K -2,819 -12%
SFG
49
Sovereign Financial Group
Connecticut
$1.53M +$1.51M +20,998 New
KAS
50
Kestra Advisory Services
Texas
$1.49M -$295K -4,098 -17%