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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
$2.89M +$52K +792 +2%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79M +$798K +12,140 +38%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$2.77M +$2.87M +43,624 New
AWA
29
Archvest Wealth Advisors
California
$2.75M +$181K +2,756 +7%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$2.71M
AWM
31
AE Wealth Management
Kansas
$2.56M -$26.4K -401 -1%
TC
32
Trilogy Capital
California
$2.56M -$75.2K -1,145 -3%
NA
33
NewEdge Advisors
Louisiana
$2.51M -$72.7K -1,106 -3%
WCG
34
Weaver Consulting Group
California
$2.33M +$30K +457 +1%
CCM
35
Canal Capital Management
Virginia
$2.29M -$22.3K -340 -0.9%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$2.24M -$102K -1,556 -4%
SW
37
SteelPeak Wealth
California
$2.23M +$47.2K +718 +2%
MSA
38
Marino Stram & Associates
Massachusetts
$2.11M -$92.5K -1,408 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.03M -$730K -11,106 -26%
Ameriprise
40
Ameriprise
Minnesota
$2M +$381K +5,795 +23%
ACS
41
Archford Capital Strategies
Illinois
$1.94M +$21.5K +327 +1%
KAS
42
Kestra Advisory Services
Texas
$1.91M +$166K +2,522 +9%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.8M +$111K +1,686 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.8M -$117K -1,783 -6%
Cerity Partners
45
Cerity Partners
New York
$1.76M -$52K -791 -3%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M -$100K -1,526 -5%
AF
47
Allworth Financial
California
$1.74M +$106K +1,619 +6%
UBS Group
48
UBS Group
Switzerland
$1.73M +$400K +6,091 +29%
MA
49
Mutual Advisors
Nebraska
$1.72M +$540K +8,212 +43%
RJA
50
Raymond James & Associates
Florida
$1.7M +$850K +12,931 +93%