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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Strid Group
Pennsylvania
$220K
RJFSA
52
Raymond James Financial Services Advisors
Florida
$218K +$216K +4,597 New
KSA
53
Ken Stern & Associates
California
$205K +$160K +3,410 New
OAJ
54
Ogorek Anthony Joseph
New York
$201K +$1.74K +37 +0.9%
SIG
55
Stanford Investment Group
California
$113K
TFO
56
Tarbox Family Office
California
$113K +$62.6K +1,333 +126%
WA
57
WFG Advisors
Texas
$97K +$423 +9 +0.4%
Creative Planning
58
Creative Planning
Kansas
$95K +$58.5K +1,246 +163%
IIC
59
Integrated Investment Consultants
Michigan
$75K
MFS
60
MSI Financial Services
Massachusetts
$66K
OC
61
Oakworth Capital
Alabama
$65K -$90.2K -1,920 -58%
FNBT
62
FineMark National Bank & Trust
Florida
$52K
GWM
63
Geneos Wealth Management
Colorado
$50K
CCM
64
Cribstone Capital Management
Maine
$44K -$7.14K -152 -14%
FWM
65
Focused Wealth Management
New York
$36K -$3.1K -66 -8%
Barclays
66
Barclays
United Kingdom
$32K
CWM
67
Concert Wealth Management
California
$28K +$27.5K +586 New
RCA
68
Rowland Carmichael Advisors
Arizona
$23K -$107K -2,280 -82%
Citigroup
69
Citigroup
New York
$21K
AIP
70
Ameritas Investment Partners
Nebraska
$17K
CFG
71
CKW Financial Group
Hawaii
$13K
DADC
72
D.A. Davidson & Co
Montana
$13K
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$8K
AWM
74
AllSquare Wealth Management
New York
$6K
BlackRock
75
BlackRock
New York
$6K