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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$433K -$41.3K -809 -9%
BCM
52
Brookstone Capital Management
Illinois
$411K +$95.7K +1,875 +31%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$407K -$68.2K -1,337 -15%
VFA
54
Voya Financial Advisors
Connecticut
$394K
HighTower Advisors
55
HighTower Advisors
Illinois
$379K +$375K +7,354 New
JWA
56
JFS Wealth Advisors
Pennsylvania
$371K +$13.5K +264 +4%
RA
57
RFG Advisory
Alabama
$371K +$69.8K +1,368 +23%
SBL
58
Sargent Bickham Lagudis
Colorado
$368K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$363K +$357K +7,000 New
CPO
60
Cerity Partners OCIO
New York
$335K -$29.5K -578 -8%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$334K +$15.4K +301 +5%
VFP
62
Verus Financial Partners
Virginia
$308K +$15.9K +311 +6%
GC
63
Gilbert & Cook
Iowa
$302K -$6.48K -127 -2%
WAM
64
Watermark Asset Management
California
$254K -$19.8K -388 -7%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$230K -$2.14K -42 -0.9%
SG
66
Strid Group
Pennsylvania
$227K +$224K +4,392 New
FAAS
67
First Allied Advisory Services
California
$208K +$204K +4,000 New
JP Morgan Chase
68
JP Morgan Chase
New York
$207K
PIA
69
Peachtree Investment Advisors
Georgia
$204K +$201K +3,934 New
VWA
70
V Wealth Advisors
Kansas
$176K -$102K -1,993 -37%
TFO
71
Tarbox Family Office
California
$159K -$30.6K -600 -16%
IIC
72
Integrated Investment Consultants
Michigan
$109K +$5.87K +115 +6%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
BWP
74
Baldwin Wealth Partners
Massachusetts
$82K +$80.9K +1,586 New
BWA
75
Burt Wealth Advisors
Maryland
$74K +$73.1K +1,433 New