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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$1.02M +$970K +15,874 New
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.01M +$27.4K +449 +3%
LNC
53
Lincoln National Corp
Pennsylvania
$976K +$8.19K +134 +0.9%
SSC
54
Syverson Strege & Co
Iowa
$968K +$922K +15,084 New
SWM
55
Shakespeare Wealth Management
Wisconsin
$957K -$219K -3,582 -19%
AF
56
Advisornet Financial
Minnesota
$942K -$53.3K -872 -6%
HPC
57
Hobart Private Capital
North Carolina
$916K +$380K +6,220 +77%
FAIM
58
Financial Advocates Investment Management
Washington
$887K +$135K +2,203 +63%
W
59
Wealthquest
Ohio
$880K +$45.2K +739 +6%
CMP
60
Courage Miller Partners
Virginia
$874K -$13.3K -218 -2%
VWM
61
Venturi Wealth Management
Texas
$867K +$11.2K +183 +1%
CFG
62
Cooper Financial Group
California
$844K -$114K -1,869 -12%
NAS
63
Nicolet Advisory Services
Wisconsin
$836K +$35.5K +581 +5%
AF
64
Allworth Financial
California
$823K +$496K +8,106 +172%
CL
65
CPWM LLC
Washington
$780K -$5.5K -90 -0.7%
CIP
66
Capital Insight Partners
Arizona
$780K -$3.42K -56 -0.5%
Northern Trust
67
Northern Trust
Illinois
$770K
FI
68
FormulaFolio Investments
Michigan
$747K +$712K +11,641 New
TFA
69
Tobias Financial Advisors
Florida
$733K +$82K +1,342 +13%
JFA
70
JNBA Financial Advisors
Minnesota
$693K +$645K +10,553 +4,290%
Creative Planning
71
Creative Planning
Kansas
$635K -$4.52K -74 -0.7%
CWM
72
Cornerstone Wealth Management
Missouri
$634K -$287K -4,692 -32%
MIC
73
Means Investment Company
Maine
$634K +$1.47K +24 +0.3%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$621K -$41.2K -674 -7%
Renaissance Technologies
75
Renaissance Technologies
New York
$616K +$355K +5,809 +153%