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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
$616K +$54.8K +1,003 +10%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$588K +$160K +2,935 +37%
RJA
53
Raymond James & Associates
Florida
$583K +$591K +10,815 New
OC
54
Oppenheimer & Co
New York
$572K -$13.7K -250 -2%
CFA
55
Camarda Financial Advisors
Florida
$572K +$580K +10,618 New
CWM
56
Cornerstone Wealth Management
Missouri
$561K +$8.63K +158 +2%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$543K +$21K +384 +4%
OIWM
58
OptiFour Integrated Wealth Management
Virginia
$497K +$504K +9,223 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$452K -$19.1K -349 -4%
VFA
60
Voya Financial Advisors
Connecticut
$412K
BSWM
61
Boston Standard Wealth Management
Massachusetts
$396K -$30.7K -562 -7%
IA
62
IFP Advisors
Florida
$393K -$97.4K -1,783 -20%
JWA
63
JFS Wealth Advisors
Pennsylvania
$387K +$546 +10 +0.1%
SBL
64
Sargent Bickham Lagudis
Colorado
$383K
AWM
65
AE Wealth Management
Kansas
$378K +$166K +3,038 +76%
BIA
66
BHK Investment Advisors
Alabama
$363K +$368K +6,735 New
CPO
67
Cerity Partners OCIO
New York
$349K -$2.57K -47 -0.7%
VFP
68
Verus Financial Partners
Virginia
$342K -$155K -2,830 -51%
HighTower Advisors
69
HighTower Advisors
Illinois
$337K +$30.8K +564 +10%
WAM
70
Watermark Asset Management
California
$336K +$61.9K +1,133 +22%
SS
71
Simplicity Solutions
Minnesota
$313K +$317K +5,801 New
PAG
72
Private Advisor Group
New Jersey
$305K -$807K -14,778 -73%
RA
73
RFG Advisory
Alabama
$301K -$98.8K -1,810 -25%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$299K +$58.3K +1,067 +24%
WMG
75
WESCAP Management Group
California
$295K +$300K +5,493 New