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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$2.96M +$94.2K +1,465 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.85M -$340K -5,284 -11%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$2.83M -$44K -684 -2%
TC
29
Trilogy Capital
California
$2.78M +$121K +1,878 +5%
AWM
30
AE Wealth Management
Kansas
$2.7M +$21K +327 +0.8%
NA
31
NewEdge Advisors
Louisiana
$2.7M +$2.6M +40,374 +11,875%
AWA
32
Archvest Wealth Advisors
California
$2.69M +$112K +1,739 +4%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$2.44M -$152K -2,367 -6%
CCM
34
Canal Capital Management
Virginia
$2.41M -$30.2K -469 -1%
WCG
35
Weaver Consulting Group
California
$2.4M -$109K -1,693 -4%
MSA
36
Marino Stram & Associates
Massachusetts
$2.3M -$3.6K -56 -0.2%
SW
37
SteelPeak Wealth
California
$2.28M +$214K +3,329 +11%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M -$9.2K -143 -0.4%
ACS
39
Archford Capital Strategies
Illinois
$2.04M -$106K -1,643 -5%
Corient Private Wealth
40
Corient Private Wealth
Florida
$2M +$31.5K +489 +2%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M +$108K +1,681 +6%
TGAM
42
TBH Global Asset Management
Tennessee
$1.9M +$1.84M +28,614 New
Cerity Partners
43
Cerity Partners
New York
$1.89M +$1.83M +28,448 New
TPWA
44
TRUE Private Wealth Advisors
Oregon
$1.88M +$89.4K +1,390 +5%
RWA
45
Redhawk Wealth Advisors
Minnesota
$1.85M -$230K -3,576 -11%
KAS
46
Kestra Advisory Services
Texas
$1.82M -$60.9K -946 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.77M +$69.8K +1,085 +4%
PWAG
48
Polaris Wealth Advisory Group
California
$1.71M -$32.3K -502 -2%
AF
49
Allworth Financial
California
$1.71M +$189K +2,938 +13%
Ameriprise
50
Ameriprise
Minnesota
$1.7M -$165K -2,570 -9%