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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$1.65M -$9.2K -143 -0.6%
Stifel Financial
52
Stifel Financial
Missouri
$1.6M +$411K +6,396 +36%
SSC
53
Syverson Strege & Co
Iowa
$1.55M +$31.3K +487 +2%
BFG
54
Buttonwood Financial Group
Missouri
$1.53M +$48.8K +758 +3%
VWA
55
Visionary Wealth Advisors
Illinois
$1.51M +$63.8K +992 +5%
BCM
56
Brookstone Capital Management
Illinois
$1.41M +$70.1K +1,089 +5%
UBS Group
57
UBS Group
Switzerland
$1.4M -$228K -3,544 -14%
GFG
58
Greystone Financial Group
Michigan
$1.36M +$8.62K +134 +0.7%
CI
59
CX Institutional
Indiana
$1.34M -$96K -1,492 -7%
VWM
60
Venturi Wealth Management
Texas
$1.33M -$73.5K -1,143 -5%
MA
61
Mutual Advisors
Nebraska
$1.25M +$109K +1,702 +10%
PAG
62
Private Advisor Group
New Jersey
$1.23M +$304K +4,729 +34%
CG
63
Cynosure Group
Utah
$1.21M +$1.17M +18,228 New
CIP
64
Capital Insight Partners
Arizona
$1.21M +$76.9K +1,195 +7%
CF
65
Corrigan Financial
Rhode Island
$1.16M +$16.3K +253 +1%
Goldman Sachs
66
Goldman Sachs
New York
$1.12M -$453K -7,043 -29%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.08M -$206K -3,203 -16%
TFA
68
Tobias Financial Advisors
Florida
$1.08M +$64.9K +1,009 +7%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.07M +$454K +7,050 +78%
ACP
70
Arcus Capital Partners
Georgia
$1.06M +$8.81K +137 +0.9%
WP
71
Westmount Partners
California
$1.05M +$205K +3,182 +25%
PSCM
72
Per Stirling Capital Management
Texas
$1.05M +$89K +1,383 +10%
W
73
Wealthquest
Ohio
$985K +$46.1K +717 +5%
RAG
74
RIA Advisory Group
Iowa
$964K +$113K +1,761 +14%
NAS
75
Nicolet Advisory Services
Wisconsin
$959K -$23.9K -372 -2%