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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$741K +$41.9K +776 +6%
PAG
52
Private Advisor Group
New Jersey
$725K -$169K -3,121 -19%
RCA
53
Rowland Carmichael Advisors
Arizona
$714K +$187K +3,455 +36%
CFG
54
Cooper Financial Group
California
$708K -$34K -630 -5%
CCM
55
Coldstream Capital Management
Washington
$692K +$16.3K +302 +2%
CWM
56
Circle Wealth Management
New Jersey
$691K -$98.3K -1,819 -13%
RIA
57
Realta Investment Advisors
Delaware
$669K -$70.4K -1,303 -10%
CCFM
58
Clear Creek Financial Management
Washington
$661K +$648K +11,990 New
AG
59
Advisor Group
Arizona
$633K +$131K +2,423 +27%
BCM
60
Brookstone Capital Management
Illinois
$611K -$239K -4,428 -29%
W
61
Wealthquest
Ohio
$600K -$29K -537 -5%
VA
62
Valmark Advisers
Ohio
$553K -$21.6K -400 -4%
MIC
63
Means Investment Company
Maine
$534K +$6.59K +122 +1%
OIWM
64
OptiFour Integrated Wealth Management
Virginia
$509K
JCM
65
Jacobsen Capital Management
Utah
$507K +$497K +9,208 New
JWA
66
JFS Wealth Advisors
Pennsylvania
$486K +$6.1K +113 +1%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$480K -$383K -7,092 -45%
Wolverine Trading
68
Wolverine Trading
Illinois
$442K -$370K -6,844 -46%
BSWM
69
Boston Standard Wealth Management
Massachusetts
$428K +$5.02K +93 +1%
SS
70
Simplicity Solutions
Minnesota
$426K +$97.4K +1,804 +30%
KA
71
Kovack Advisors
Florida
$408K
NAS
72
Nicolet Advisory Services
Wisconsin
$398K -$36.3K -672 -9%
SBL
73
Sargent Bickham Lagudis
Colorado
$392K
FA
74
FDx Advisors
Illinois
$390K
VFA
75
Voya Financial Advisors
Connecticut
$389K -$21.6K -400 -5%