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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Northwest Wealth Management
Iowa
$4.54M -$886K -11,657 -17%
JSA
27
Jim Saulnier & Associates
Colorado
$4.35M +$4.19M +55,176 New
AWA
28
Archvest Wealth Advisors
California
$4.24M +$67.2K +885 +2%
FHC
29
Fort Henry Capital
West Virginia
$3.57M +$81.7K +1,076 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.51M +$406K +5,349 +14%
RWM
31
Ritholtz Wealth Management
New York
$3.48M -$125K -1,648 -4%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.46M
JP Morgan Chase
33
JP Morgan Chase
New York
$3.2M +$149K +1,966 +5%
PCG
34
Prosperity Consulting Group
Maryland
$3.09M +$715K +9,414 +32%
OMC
35
Old Mission Capital
Illinois
$3.09M +$2.97M +39,099 New
SW
36
SteelPeak Wealth
California
$3.04M +$57.4K +756 +2%
Stifel Financial
37
Stifel Financial
Missouri
$2.98M +$743K +9,776 +35%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.93M +$973K +12,804 +53%
CCM
39
Canal Capital Management
Virginia
$2.91M -$9.8K -129 -0.3%
NA
40
NewEdge Advisors
Louisiana
$2.9M -$238K -3,131 -8%
WCG
41
Weaver Consulting Group
California
$2.71M +$19.5K +257 +0.8%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.67M +$106K +1,391 +4%
MSA
43
Marino Stram & Associates
Massachusetts
$2.62M +$1.06K +14 +0%
AF
44
Allworth Financial
California
$2.34M +$2.89K +38 +0.1%
ACS
45
Archford Capital Strategies
Illinois
$2.33M -$65K -856 -3%
KAS
46
Kestra Advisory Services
Texas
$2.32M -$403K -5,308 -15%
TC
47
Trilogy Capital
California
$2.23M -$436K -5,743 -17%
NAMNJ
48
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$1.59K +21 +0%
Cerity Partners
49
Cerity Partners
New York
$2.17M -$62.1K -818 -3%
PWM
50
Perigon Wealth Management
California
$2.15M -$11.1K -146 -0.5%