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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
$2.28M +$182K +2,326 +9%
KAS
52
Kestra Advisory Services
Texas
$2.24M -$16.8K -215 -0.7%
NAMNJ
53
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$157 +2 +0%
ACS
54
Archford Capital Strategies
Illinois
$2.21M -$58.4K -745 -3%
MA
55
Mutual Advisors
Nebraska
$2.19M +$66.9K +854 +3%
Cerity Partners
56
Cerity Partners
New York
$2.13M +$27.5K +351 +1%
WFL
57
Wealth Forward LLC
North Dakota
$2.12M +$158K +2,015 +8%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.06M -$7.68K -98 -0.4%
ODFS
59
O'Donnell Financial Services
California
$2.02M +$36.4K +465 +2%
RFA
60
RTD Financial Advisors
Pennsylvania
$1.99M +$115K +1,467 +6%
RWP
61
RWA Wealth Partners
Massachusetts
$1.99M +$78.2K +998 +4%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.9M -$103K -1,313 -5%
BCM
63
Brookstone Capital Management
Illinois
$1.88M -$153K -1,951 -7%
BFG
64
Buttonwood Financial Group
Missouri
$1.87M +$108K +1,376 +6%
SSC
65
Syverson Strege & Co
Iowa
$1.86M +$36.7K +468 +2%
SA
66
Strategic Advocates
Utah
$1.85M -$107K -1,361 -5%
Ameriprise
67
Ameriprise
Minnesota
$1.84M -$238K -3,043 -11%
UBS Group
68
UBS Group
Switzerland
$1.83M +$26.3K +336 +1%
PAA
69
Peregrine Asset Advisers
Oregon
$1.74M -$71.9K -918 -4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.73M -$1.14M -14,549 -39%
SFG
71
Somnio Financial Group
Connecticut
$1.72M +$42.4K +541 +2%
WP
72
Westmount Partners
California
$1.7M +$154K +1,967 +10%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.69M -$32.1K -410 -2%
GFG
74
Greystone Financial Group
Michigan
$1.68M -$21.8K -278 -1%
ACP
75
Arcus Capital Partners
Georgia
$1.63M -$41.8K -534 -2%