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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPSG
51
Wealth & Pension Services Group
Georgia
$699K +$736K +14,398 New
CWM
52
Circle Wealth Management
New Jersey
$697K +$7K +137 +1%
PA
53
Parallel Advisors
California
$693K -$32.1K -628 -4%
CMP
54
Courage Miller Partners
Virginia
$669K -$2.1K -41 -0.3%
CI
55
CX Institutional
Indiana
$666K +$130K +2,543 +23%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$660K -$84.1K -1,645 -11%
AF
57
Advisornet Financial
Minnesota
$592K -$247K -4,834 -28%
MIC
58
Means Investment Company
Maine
$584K +$615K +12,030 New
VA
59
Valmark Advisers
Ohio
$574K +$18.7K +366 +3%
W
60
Wealthquest
Ohio
$568K +$598K +11,701 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$565K +$595K +11,636 New
CCM
62
Coldstream Capital Management
Washington
$554K +$61K +1,194 +12%
CPO
63
Cerity Partners OCIO
New York
$543K +$86.4K +1,689 +18%
AG
64
Advisor Group
Arizona
$505K -$150K -2,934 -22%
CFA
65
Camarda Financial Advisors
Florida
$462K -$6.29K -123 -1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$454K +$479K +9,360 New
SCM
67
Stonehearth Capital Management
Massachusetts
$449K -$14.1K -275 -3%
OIWM
68
OptiFour Integrated Wealth Management
Virginia
$448K
WWM
69
Western Wealth Management
Colorado
$423K +$444K +8,677 New
JWA
70
JFS Wealth Advisors
Pennsylvania
$421K +$46.5K +909 +12%
BIA
71
BHK Investment Advisors
Alabama
$400K +$1.33K +26 +0.3%
WAM
72
Watermark Asset Management
California
$394K +$4.45K +87 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$387K -$21.6K -422 -5%
BSWM
74
Boston Standard Wealth Management
Massachusetts
$386K +$13.1M +256,089 +3,136%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$382K +$61.4K +1,201 +18%