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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
51
Waldron Private Wealth
Pennsylvania
$214K
SG
52
Strid Group
Pennsylvania
$213K +$137 +3 +0.1%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$202K +$50.8K +1,116 +34%
OAJ
54
Ogorek Anthony Joseph
New York
$193K -$12.3K -271 -6%
OC
55
Oakworth Capital
Alabama
$151K
RCA
56
Rowland Carmichael Advisors
Arizona
$127K +$10.2K +225 +9%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$119K +$3.32K +73 +3%
SIG
58
Stanford Investment Group
California
$110K
WA
59
WFG Advisors
Texas
$93K +$92.6K +2,035 New
SCM
60
Southport Capital Management
Tennessee
$82K +$81.7K +1,795 New
IIC
61
Integrated Investment Consultants
Michigan
$73K +$14.8K +325 +25%
MFS
62
MSI Financial Services
Massachusetts
$64K
FNBT
63
FineMark National Bank & Trust
Florida
$51K +$50.2K +1,103 New
CCM
64
Cribstone Capital Management
Maine
$51K +$50.3K +1,106 New
GWM
65
Geneos Wealth Management
Colorado
$49K -$4.55K -100 -9%
TFO
66
Tarbox Family Office
California
$48K +$16.5K +362 +52%
FWM
67
Focused Wealth Management
New York
$38K -$1.27K -28 -3%
Creative Planning
68
Creative Planning
Kansas
$35K -$4.6K -101 -12%
NFG
69
Next Financial Group
Texas
$33K +$33.7K +741 New
Barclays
70
Barclays
United Kingdom
$31K
Citigroup
71
Citigroup
New York
$20K
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$17.5K +$17.3K +380 New
AIP
73
Ameritas Investment Partners
Nebraska
$16K
CFG
74
CKW Financial Group
Hawaii
$13K
DADC
75
D.A. Davidson & Co
Montana
$13K