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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$2.05M +$2.01M +27,454 New
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M +$23.5K +322 +1%
PGF
53
Plan Group Financial
Oklahoma
$2.01M +$439K +6,009 +29%
SSC
54
Syverson Strege & Co
Iowa
$1.98M -$6.21K -85 -0.3%
Citadel Advisors
55
Citadel Advisors
Florida
$1.97M +$1.27M +17,306 +193%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.96M -$59K -807 -3%
RWP
57
RWA Wealth Partners
Massachusetts
$1.94M -$8.92K -122 -0.5%
Ameriprise
58
Ameriprise
Minnesota
$1.94M -$104K -1,418 -5%
ODFS
59
O'Donnell Financial Services
California
$1.87M +$254K +3,472 +16%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.82M +$36.1K +494 +2%
RFA
61
RTD Financial Advisors
Pennsylvania
$1.81M +$5.41K +74 +0.3%
SA
62
Strategic Advocates
Utah
$1.79M -$67K -917 -4%
PAA
63
Peregrine Asset Advisers
Oregon
$1.77M -$99.6K -1,363 -5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.76M -$118K -1,619 -6%
UBS Group
65
UBS Group
Switzerland
$1.75M +$82.7K +1,132 +5%
ACP
66
Arcus Capital Partners
Georgia
$1.73M +$67.4K +922 +4%
WFL
67
Wealth Forward LLC
North Dakota
$1.69M +$149K +2,032 +10%
GFG
68
Greystone Financial Group
Michigan
$1.66M -$7.24K -99 -0.4%
BFG
69
Buttonwood Financial Group
Missouri
$1.65M +$8.48K +116 +0.5%
SFG
70
Somnio Financial Group
Connecticut
$1.64M +$1.6M +21,946 New
VWA
71
Visionary Wealth Advisors
Illinois
$1.58M -$154K -2,104 -9%
VWM
72
Venturi Wealth Management
Texas
$1.57M +$41.4K +567 +3%
WP
73
Westmount Partners
California
$1.54M +$3.65K +50 +0.2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.52M -$50.1K -685 -3%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.51M +$468K +6,403 +46%