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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
26
VCI Wealth Management
Missouri
$5.01M +$5.12M +65,331 New
WA
27
Wealth Alliance
New York
$4.96M -$88.7K -1,133 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.8M +$2.26M +28,870 +85%
CA
29
Clearstead Advisors
Ohio
$4.8M +$232K +2,966 +5%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$4.74M +$99.8K +1,274 +2%
NWM
31
Northwest Wealth Management
Iowa
$4.53M +$131K +1,676 +3%
CWA
32
Consilium Wealth Advisory
Texas
$4.52M -$1.33K -17 -0%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$4.28M +$765K +9,763 +22%
AWA
34
Archvest Wealth Advisors
California
$4.05M -$65.5K -836 -2%
FHC
35
Fort Henry Capital
West Virginia
$3.48M +$16.7K +213 +0.5%
RWM
36
Ritholtz Wealth Management
New York
$3.36M -$20K -255 -0.6%
PCG
37
Prosperity Consulting Group
Maryland
$3.32M +$328K +4,185 +11%
GVAG
38
Great Valley Advisor Group
Delaware
$3.28M +$1.29M +16,528 +63%
ECA
39
Elevation Capital Advisory
Oregon
$3.25M +$3.33M +42,484 New
SW
40
SteelPeak Wealth
California
$3.13M +$176K +2,241 +6%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.1M -$470 -6 -0%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.01M +$2.79M +35,614 +962%
CCM
43
Canal Capital Management
Virginia
$2.85M +$31.2K +398 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.76M +$2.1M +26,860 +293%
WCG
45
Weaver Consulting Group
California
$2.66M +$25.6K +327 +1%
NA
46
NewEdge Advisors
Louisiana
$2.63M -$186K -2,369 -6%
MSA
47
Marino Stram & Associates
Massachusetts
$2.54M -$6.27K -80 -0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.36M -$3.57M -45,562 -60%
TC
49
Trilogy Capital
California
$2.32M +$152K +1,943 +7%
AF
50
Allworth Financial
California
$2.31M -$20.7K -264 -0.9%