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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$886K +$121K +2,106 +16%
CIAS
52
Capital Investment Advisory Services
North Carolina
$884K +$878K +15,221 +60,884%
LNC
53
Lincoln National Corp
Pennsylvania
$875K -$7.5K -130 -0.9%
CFG
54
Cooper Financial Group
California
$871K +$28.6K +496 +3%
CWM
55
Cornerstone Wealth Management
Missouri
$845K -$42.3K -734 -5%
VWM
56
Venturi Wealth Management
Texas
$773K +$46.8K +812 +6%
CMP
57
Courage Miller Partners
Virginia
$759K
W
58
Wealthquest
Ohio
$752K +$43.7K +758 +6%
Stifel Financial
59
Stifel Financial
Missouri
$735K -$5.47M -94,848 -88%
NAS
60
Nicolet Advisory Services
Wisconsin
$721K -$335K -5,808 -32%
CL
61
CPWM LLC
Washington
$710K
CIP
62
Capital Insight Partners
Arizona
$708K +$50.5K +875 +8%
Northern Trust
63
Northern Trust
Illinois
$696K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$681K -$965K -16,741 -59%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$600K -$91.7K -1,590 -13%
TFA
66
Tobias Financial Advisors
Florida
$585K +$39.7K +689 +7%
Creative Planning
67
Creative Planning
Kansas
$579K -$4.33K -75 -0.7%
MIC
68
Means Investment Company
Maine
$568K -$1.38K -24 -0.3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$568K
WP
70
WealthPLAN Partners
Nebraska
$534K +$3.75K +65 +0.7%
RWA
71
Redhawk Wealth Advisors
Minnesota
$529K -$38.2K -663 -7%
WWM
72
Western Wealth Management
Colorado
$523K -$49.3K -855 -9%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$518K -$22.2K -385 -4%
VA
74
Valmark Advisers
Ohio
$472K +$5.77K +100 +1%
HPC
75
Hobart Private Capital
North Carolina
$467K +$120K +2,079 +35%