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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$1.14M +$41.6K +598 +4%
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.13M +$556 +8 +0%
AF
53
Advisornet Financial
Minnesota
$1.11M +$62.9K +904 +6%
NAS
54
Nicolet Advisory Services
Wisconsin
$1.08M +$100K +1,442 +10%
LNC
55
Lincoln National Corp
Pennsylvania
$1.08M +$1.67K +24 +0.2%
CF
56
Corrigan Financial
Rhode Island
$1.07M +$457K +6,569 +77%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.06M +$339K +4,870 +48%
AWM
58
Avior Wealth Management
Nebraska
$1.06M +$14.3K +206 +1%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.05M -$23.3K -335 -2%
BCM
60
Brookstone Capital Management
Illinois
$1.04M -$54.3K -781 -5%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$980K +$33.5K +481 +4%
CFG
62
Cooper Financial Group
California
$980K +$50.8K +730 +6%
SWM
63
Shakespeare Wealth Management
Wisconsin
$966K -$27.6K -397 -3%
CMP
64
Courage Miller Partners
Virginia
$960K +$765 +11 +0.1%
CF
65
Centaurus Financial
California
$938K +$42K +604 +5%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$893K +$254K +3,645 +41%
AF
67
Allworth Financial
California
$892K +$172K +2,472 +24%
CF
68
Clarity Financial
Texas
$871K +$858K +12,333 New
CIP
69
Capital Insight Partners
Arizona
$862K +$33.9K +487 +4%
CL
70
CPWM LLC
Washington
$859K
KWM
71
Keebeck Wealth Management
Illinois
$856K -$19K -273 -2%
Northern Trust
72
Northern Trust
Illinois
$848K
RWA
73
Redhawk Wealth Advisors
Minnesota
$848K +$119K +1,715 +17%
WWM
74
Western Wealth Management
Colorado
$792K +$17.3K +249 +2%
MA
75
Mutual Advisors
Nebraska
$773K +$47.5K +683 +7%