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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Advisornet Financial
Minnesota
$727K +$72.3K +1,394 +11%
RWM
52
Ritholtz Wealth Management
New York
$724K -$64.3K -1,240 -8%
CFG
53
Cooper Financial Group
California
$721K -$78.9K -1,522 -10%
CPO
54
Cerity Partners OCIO
New York
$720K +$117K +2,253 +20%
RIA
55
Realta Investment Advisors
Delaware
$718K +$697K +13,439 New
CI
56
CX Institutional
Indiana
$677K -$54.6K -1,053 -8%
CCM
57
Coldstream Capital Management
Washington
$656K +$44.2K +853 +7%
W
58
Wealthquest
Ohio
$611K -$14.4K -278 -2%
VA
59
Valmark Advisers
Ohio
$558K -$72.5K -1,399 -12%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$550K +$47.4K +914 +10%
MIC
61
Means Investment Company
Maine
$514K -$126K -2,423 -20%
RCA
62
Rowland Carmichael Advisors
Arizona
$508K +$408K +7,877 +489%
OIWM
63
OptiFour Integrated Wealth Management
Virginia
$494K
AG
64
Advisor Group
Arizona
$484K -$69.6K -1,343 -13%
JWA
65
JFS Wealth Advisors
Pennsylvania
$466K +$1.55K +30 +0.3%
NAS
66
Nicolet Advisory Services
Wisconsin
$422K +$409K +7,880 New
SCM
67
Stonehearth Capital Management
Massachusetts
$417K -$76K -1,465 -16%
BSWM
68
Boston Standard Wealth Management
Massachusetts
$416K -$13.3M -256,554 -97%
BMCM
69
Bryn Mawr Capital Management
Pennsylvania
$415K
VFA
70
Voya Financial Advisors
Connecticut
$398K
HighTower Advisors
71
HighTower Advisors
Illinois
$397K -$28.3K -545 -7%
BIA
72
BHK Investment Advisors
Alabama
$396K -$43.5K -839 -10%
KA
73
Kovack Advisors
Florida
$396K
RJFSA
74
Raymond James Financial Services Advisors
Florida
$393K -$27.6K -533 -7%
SBL
75
Sargent Bickham Lagudis
Colorado
$381K