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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
$221K – – –
SG
52
Strid Group
Pennsylvania
$220K – – –
RJFSA
53
Raymond James Financial Services Advisors
Florida
$218K +$216K +4,597 New
KSA
54
Ken Stern & Associates
California
$205K +$160K +3,410 New
OAJ
55
Ogorek Anthony Joseph
New York
$201K +$1.74K +37 +0.9%
SIG
56
Stanford Investment Group
California
$113K – – –
TFO
57
Tarbox Family Office
California
$113K +$62.6K +1,333 +126%
WA
58
WFG Advisors
Texas
$97K +$423 +9 +0.4%
Creative Planning
59
Creative Planning
Kansas
$95K +$58.5K +1,246 +163%
IIC
60
Integrated Investment Consultants
Michigan
$75K – – –
MFS
61
MSI Financial Services
Massachusetts
$66K – – –
OC
62
Oakworth Capital
Alabama
$65K -$90.2K -1,920 -58%
FNBT
63
FineMark National Bank & Trust
Florida
$52K – – –
GWM
64
Geneos Wealth Management
Colorado
$50K – – –
CCM
65
Cribstone Capital Management
Maine
$44K -$7.14K -152 -14%
FWM
66
Focused Wealth Management
New York
$36K -$3.1K -66 -8%
Barclays
67
Barclays
United Kingdom
$32K – – –
CWM
68
Concert Wealth Management
California
$28K +$27.5K +586 New
RCA
69
Rowland Carmichael Advisors
Arizona
$23K -$107K -2,280 -82%
Citigroup
70
Citigroup
New York
$21K – – –
AIP
71
Ameritas Investment Partners
Nebraska
$17K – – –
CFG
72
CKW Financial Group
Hawaii
$13K – – –
DADC
73
D.A. Davidson & Co
Montana
$13K – – –
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
AWM
75
AllSquare Wealth Management
New York
$6K – – –