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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$931K +$668K +11,858 +283%
FCA
52
FinTrust Capital Advisors
South Carolina
$908K +$8.62K +153 +1%
CCFM
53
Clear Creek Financial Management
Washington
$843K +$97.5K +1,730 +14%
PA
54
Parallel Advisors
California
$826K +$2.65K +47 +0.3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$806K +$400K +7,098 +104%
CMP
56
Courage Miller Partners
Virginia
$805K -$1.52K -27 -0.2%
CI
57
CX Institutional
Indiana
$800K +$3.33K +59 +0.4%
PAG
58
Private Advisor Group
New Jersey
$792K -$18.9K -336 -2%
AG
59
Advisor Group
Arizona
$776K +$108K +1,913 +17%
CFG
60
Cooper Financial Group
California
$736K +$16.7K +297 +2%
CWM
61
Circle Wealth Management
New Jersey
$732K -$89.8K -1,593 -11%
BCM
62
Brookstone Capital Management
Illinois
$710K +$51.5K +913 +8%
LW
63
Linscomb Wealth
Texas
$686K +$667K +11,829 New
RIA
64
Realta Investment Advisors
Delaware
$658K +$2.59K +46 +0.4%
Jane Street
65
Jane Street
New York
$635K -$1.95M -34,589 -76%
W
66
Wealthquest
Ohio
$589K +$31.7K +563 +6%
VWM
67
Venturi Wealth Management
Texas
$577K +$73K +1,295 +15%
UBS Group
68
UBS Group
Switzerland
$576K +$72.5K +1,286 +15%
VA
69
Valmark Advisers
Ohio
$571K -$10.7K -190 -2%
MIC
70
Means Investment Company
Maine
$556K +$3.89K +69 +0.7%
RJA
71
Raymond James & Associates
Florida
$541K +$526K +9,325 New
OIWM
72
OptiFour Integrated Wealth Management
Virginia
$535K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$527K +$4.23K +75 +0.8%
NAS
74
Nicolet Advisory Services
Wisconsin
$490K +$69K +1,225 +17%
TFA
75
Tobias Financial Advisors
Florida
$490K +$476K +8,450 New