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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$915K +$17K +326 +2%
CWM
52
Cornerstone Wealth Management
Missouri
$840K -$109K -2,096 -12%
LNC
53
Lincoln National Corp
Pennsylvania
$835K -$51.1K -982 -6%
UBS Group
54
UBS Group
Switzerland
$804K +$10.7K +206 +1%
CFG
55
Cooper Financial Group
California
$797K +$43.2K +830 +6%
JAWM
56
J. Arnold Wealth Management
Ohio
$796K +$753K +14,473 +53,604%
CMP
57
Courage Miller Partners
Virginia
$758K +$1.15K +22 +0.2%
SS
58
Simplicity Solutions
Minnesota
$723K +$176K +3,377 +34%
VWM
59
Venturi Wealth Management
Texas
$687K +$35.4K +680 +6%
CL
60
CPWM LLC
Washington
$672K +$637K +12,247 New
W
61
Wealthquest
Ohio
$670K +$636K +12,221 New
Northern Trust
62
Northern Trust
Illinois
$659K -$135K -2,600 -18%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$655K +$163K +3,124 +35%
RIA
64
Realta Investment Advisors
Delaware
$649K -$3.28K -63 -0.5%
CIP
65
Capital Insight Partners
Arizona
$622K +$146K +2,815 +33%
Creative Planning
66
Creative Planning
Kansas
$551K +$416 +8 +0.1%
MIC
67
Means Investment Company
Maine
$548K +$2.6K +50 +0.5%
WWM
68
Western Wealth Management
Colorado
$541K +$7.13K +137 +1%
RWA
69
Redhawk Wealth Advisors
Minnesota
$537K +$29.9K +575 +6%
TFA
70
Tobias Financial Advisors
Florida
$515K +$218K +4,183 +80%
WP
71
WealthPLAN Partners
Nebraska
$511K -$1.76M -33,816 -79%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$511K +$11.2K +215 +2%
TFO
73
Tarbox Family Office
California
$462K +$60.7K +1,167 +16%
VA
74
Valmark Advisers
Ohio
$441K -$83K -1,595 -17%
PAG
75
Private Advisor Group
New Jersey
$423K -$5.36K -103 -1%