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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$738K -$23.3K -426 -3%
CCA
52
Clearwater Capital Advisors
Illinois
$736K +$99.8K +1,828 +15%
RCG
53
Ruggie Capital Group
Florida
$727K -$33.1K -606 -4%
CWM
54
Cornerstone Wealth Management
Missouri
$660K +$130K +2,373 +23%
BTS
55
BB&T Securities
Virginia
$609K -$147K -2,684 -19%
VFP
56
Verus Financial Partners
Virginia
$603K +$466K +8,528 +310%
AG
57
Advisor Group
Arizona
$589K -$25.3K -463 -4%
CAG
58
Csenge Advisory Group
Florida
$574K +$586K +10,735 New
CFA
59
Camarda Financial Advisors
Florida
$570K +$1.69K +31 +0.3%
BIA
60
BHK Investment Advisors
Alabama
$542K +$185K +3,394 +50%
Renaissance Technologies
61
Renaissance Technologies
New York
$503K +$273K +5,000 +114%
OIWM
62
OptiFour Integrated Wealth Management
Virginia
$493K
RJA
63
Raymond James & Associates
Florida
$474K -$107K -1,952 -18%
CPO
64
Cerity Partners OCIO
New York
$422K +$76.2K +1,396 +22%
VFA
65
Voya Financial Advisors
Connecticut
$404K
BSWM
66
Boston Standard Wealth Management
Massachusetts
$403K +$9.88K +181 +2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$393K -$195K -3,568 -33%
IA
68
IFP Advisors
Florida
$393K
JWA
69
JFS Wealth Advisors
Pennsylvania
$391K +$7.21K +132 +2%
FA
70
FDx Advisors
Illinois
$387K -$644K -11,795 -62%
SBL
71
Sargent Bickham Lagudis
Colorado
$380K
CCM
72
Coldstream Capital Management
Washington
$355K +$362K +6,630 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$343K +$49K +897 +16%
WAM
74
Watermark Asset Management
California
$341K +$8.35K +153 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$336K +$1.64K +30 +0.5%