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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$2.31M +$160K +2,630 +7%
RWM
27
Ritholtz Wealth Management
New York
$2.3M -$7.47K -123 -0.3%
Jane Street
28
Jane Street
New York
$2.18M +$1.15M +18,892 +93%
AWM
29
AE Wealth Management
Kansas
$2.15M +$11.5K +190 +0.5%
AIP
30
Ahrens Investment Partners
Louisiana
$2.15M -$11.2K -185 -0.5%
CCM
31
Canal Capital Management
Virginia
$2.02M -$125K -2,060 -5%
MSA
32
Marino Stram & Associates
Massachusetts
$1.97M +$28.9K +476 +1%
TC
33
Trilogy Capital
California
$1.93M +$84.2K +1,385 +4%
AWA
34
Archvest Wealth Advisors
California
$1.86M +$124K +2,043 +6%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.83M +$3.83K +63 +0.2%
ACS
36
Archford Capital Strategies
Illinois
$1.81M -$5.65K -93 -0.3%
SW
37
SteelPeak Wealth
California
$1.71M +$14.6K +240 +0.8%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.69M +$1.61M +26,512 +665%
RWA
39
Redhawk Wealth Advisors
Minnesota
$1.64M +$364K +5,984 +25%
VWA
40
Visionary Wealth Advisors
Illinois
$1.58M +$67.1K +1,104 +4%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$1.55M – – –
Ameriprise
42
Ameriprise
Minnesota
$1.51M +$188K +3,086 +13%
CPO
43
Cerity Partners OCIO
New York
$1.5M +$74.7K +1,229 +5%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.47M +$848K +13,951 +111%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.42M -$217K -3,564 -12%
PWAG
46
Polaris Wealth Advisory Group
California
$1.39M +$5.29K +87 +0.3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.35M +$2.61K +43 +0.2%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.35M +$26.3K +432 +2%
NGA
49
Naples Global Advisors
Florida
$1.32M -$187K -3,080 -11%
CI
50
CX Institutional
Indiana
$1.31M +$75.4K +1,240 +6%