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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$350K -$11.3K -240 -3%
SBL
52
Sargent Bickham Lagudis
Colorado
$336K
RA
53
RFG Advisory
Alabama
$335K
GC
54
Gilbert & Cook
Iowa
$328K +$326K +6,947 New
JWA
55
JFS Wealth Advisors
Pennsylvania
$326K -$3.61K -77 -1%
CPO
56
Cerity Partners OCIO
New York
$325K +$422 +9 +0.1%
VFA
57
Voya Financial Advisors
Connecticut
$325K +$68.9K +1,468 +27%
VWA
58
V Wealth Advisors
Kansas
$297K +$3.57K +76 +1%
VFP
59
Verus Financial Partners
Virginia
$257K +$15.2K +324 +6%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$248K +$247K +5,255 New
BCM
61
Brookstone Capital Management
Illinois
$225K +$224K +4,771 New
SG
62
Strid Group
Pennsylvania
$221K +$47 +1 +0%
OAJ
63
Ogorek Anthony Joseph
New York
$201K
JP Morgan Chase
64
JP Morgan Chase
New York
$189K -$65.7K -1,400 -26%
RCG
65
Ruggie Capital Group
Florida
$138K -$304K -6,466 -69%
TFO
66
Tarbox Family Office
California
$120K +$6.9K +147 +6%
SIG
67
Stanford Investment Group
California
$113K +$329 +7 +0.3%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K +$37.6K +800 New
IIC
69
Integrated Investment Consultants
Michigan
$76K
OC
70
Oakworth Capital
Alabama
$64K
GWM
71
Geneos Wealth Management
Colorado
$59K +$8.82K +188 +18%
CCM
72
Cribstone Capital Management
Maine
$48K +$1.74K +37 +4%
Creative Planning
73
Creative Planning
Kansas
$40K -$54.7K -1,165 -58%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$39.3K +837 New
MFS
75
MSI Financial Services
Massachusetts
$38K -$27.6K -587 -42%