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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Clearwater Capital Advisors
Illinois
$361K +$356K +7,271 New
SBL
52
Sargent Bickham Lagudis
Colorado
$355K
CPO
53
Cerity Partners OCIO
New York
$352K +$8.51K +174 +3%
JWA
54
JFS Wealth Advisors
Pennsylvania
$326K
RJFSA
55
Raymond James Financial Services Advisors
Florida
$307K -$154K -3,148 -34%
BCM
56
Brookstone Capital Management
Illinois
$302K +$62.9K +1,285 +27%
GC
57
Gilbert & Cook
Iowa
$298K -$48.3K -988 -14%
RA
58
RFG Advisory
Alabama
$291K -$61.6K -1,258 -18%
VFP
59
Verus Financial Partners
Virginia
$282K +$9.3K +190 +3%
VWA
60
V Wealth Advisors
Kansas
$269K -$43.6K -892 -14%
WAM
61
Watermark Asset Management
California
$264K +$259K +5,293 New
SI
62
SII Investments
Wisconsin
$246K -$122K -2,503 -34%
VKH
63
Virtu KCG Holdings
New York
$233K -$295K -6,028 -56%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$224K -$38K -777 -15%
JP Morgan Chase
65
JP Morgan Chase
New York
$200K
TFO
66
Tarbox Family Office
California
$184K +$55.7K +1,139 +45%
IIC
67
Integrated Investment Consultants
Michigan
$99K +$18.7K +382 +24%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$87K
OC
69
Oakworth Capital
Alabama
$66K -$1.96K -40 -3%
GWM
70
Geneos Wealth Management
Colorado
$63K +$881 +18 +1%
CCM
71
Cribstone Capital Management
Maine
$57K +$8.12K +166 +17%
Creative Planning
72
Creative Planning
Kansas
$39K -$2.74K -56 -7%
IWM
73
IHT Wealth Management
Illinois
$39K +$23.2K +475 +475%
US Bancorp
74
US Bancorp
Minnesota
$36K +$34.4K +703 New
FWM
75
Focused Wealth Management
New York
$35K -$3.08K -63 -8%