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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$626K -$61.2K -1,130 -9%
CI
52
CX Institutional
Indiana
$610K +$105K +1,938 +21%
RJA
53
Raymond James & Associates
Florida
$595K -$5.52K -102 -0.9%
CCM
54
Coldstream Capital Management
Washington
$558K +$69.1K +1,277 +14%
BTS
55
BB&T Securities
Virginia
$553K -$45K -831 -8%
CFA
56
Camarda Financial Advisors
Florida
$527K -$37.7K -697 -7%
SCM
57
Stonehearth Capital Management
Massachusetts
$521K -$44.8K -827 -8%
CPO
58
Cerity Partners OCIO
New York
$519K +$63.8K +1,178 +14%
OIWM
59
OptiFour Integrated Wealth Management
Virginia
$504K
HighTower Advisors
60
HighTower Advisors
Illinois
$461K +$44.3K +818 +11%
BIA
61
BHK Investment Advisors
Alabama
$449K -$64.4K -1,189 -13%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$444K +$442K +8,165 New
RWM
63
Ritholtz Wealth Management
New York
$441K +$52K +961 +14%
WAM
64
Watermark Asset Management
California
$438K -$2.81K -52 -0.6%
AF
65
Allworth Financial
California
$436K -$14.4K -266 -3%
JWA
66
JFS Wealth Advisors
Pennsylvania
$424K +$1.73K +32 +0.4%
VFA
67
Voya Financial Advisors
Connecticut
$419K
DAS
68
Dynamic Advisor Solutions
Arizona
$396K +$392K +7,245 New
FA
69
FDx Advisors
Illinois
$395K
SBL
70
Sargent Bickham Lagudis
Colorado
$389K
RJFSA
71
Raymond James Financial Services Advisors
Florida
$364K +$45.5K +841 +14%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$357K +$61.9K +1,143 +21%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$352K +$97.6K +1,803 +39%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$349K -$14.9K -276 -4%
IA
75
IFP Advisors
Florida
$314K -$51.2K -945 -14%