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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODFS
51
O'Donnell Financial Services
California
$3.15M +$33.5K +351 +1%
EWA
52
EP Wealth Advisors
California
$3.1M +$111K +1,166 +4%
MSA
53
Marino Stram & Associates
Massachusetts
$3.01M -$17.4K -182 -0.6%
PWM
54
Perigon Wealth Management
California
$2.91M -$63.9K -670 -2%
ACS
55
Archford Capital Strategies
Illinois
$2.9M +$182K +1,906 +7%
AF
56
Allworth Financial
California
$2.88M -$430K -4,504 -13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.8M +$1.54M +16,104 +128%
MFS
58
Madrid Financial Services
California
$2.77M +$441K +4,619 +19%
Ameriprise
59
Ameriprise
Minnesota
$2.73M +$640K +6,706 +32%
RFA
60
RTD Financial Advisors
Pennsylvania
$2.69M +$36.2K +379 +1%
RWP
61
RWA Wealth Partners
Massachusetts
$2.62M -$37.3K -391 -1%
SFG
62
Somnio Financial Group
Connecticut
$2.6M +$49.3K +517 +2%
Stifel Financial
63
Stifel Financial
Missouri
$2.56M -$155K -1,623 -6%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.46M +$115K +1,204 +5%
BCM
65
Brookstone Capital Management
Illinois
$2.4M +$76.2K +799 +3%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.38M +$270K +2,826 +13%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$2.35M -$300K -3,144 -12%
WAM
68
Worth Asset Management
Texas
$2.3M +$13.3K +139 +0.6%
Creative Planning
69
Creative Planning
Kansas
$2.24M -$7.06K -74 -0.3%
NAMNJ
70
NorthStar Asset Management (New Jersey)
New Jersey
$2.23M +$191 +2 +0%
Corient Private Wealth
71
Corient Private Wealth
Florida
$2.21M +$88.6K +929 +4%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.2M -$295K -3,088 -12%
LPAM
73
Lodestar Private Asset Management
California
$2.15M -$159K -1,667 -7%
DAS
74
Dynamic Advisor Solutions
Arizona
$2.15M -$1.36M -14,284 -39%
EH
75
Equitable Holdings
New York
$2.11M +$169K +1,776 +9%