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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
$2.22M -$43.5K -558 -2%
ACS
52
Archford Capital Strategies
Illinois
$2.2M -$5.3K -68 -0.2%
Stifel Financial
53
Stifel Financial
Missouri
$2.14M -$21.7M -278,415 -91%
UBS Group
54
UBS Group
Switzerland
$2.14M +$314K +4,028 +17%
Cerity Partners
55
Cerity Partners
New York
$2.14M +$8.18K +105 +0.4%
RFA
56
RTD Financial Advisors
Pennsylvania
$2.13M +$146K +1,870 +7%
ODFS
57
O'Donnell Financial Services
California
$2.12M +$108K +1,386 +5%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$55.3K +710 +3%
ACP
59
Arcus Capital Partners
Georgia
$2M +$307K +3,942 +18%
RWP
60
RWA Wealth Partners
Massachusetts
$1.91M -$74.4K -955 -4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.9M +$545 +7 +0%
HIA
62
HFM Investment Advisors
New Jersey
$1.88M +$1.91M +24,552 New
Ameriprise
63
Ameriprise
Minnesota
$1.84M +$8.34K +107 +0.4%
WP
64
Westmount Partners
California
$1.84M +$138K +1,772 +8%
SA
65
Strategic Advocates
Utah
$1.83M -$11.9K -153 -0.6%
SSC
66
Syverson Strege & Co
Iowa
$1.82M -$31K -398 -2%
BCM
67
Brookstone Capital Management
Illinois
$1.75M -$124K -1,596 -7%
PAA
68
Peregrine Asset Advisers
Oregon
$1.74M -$3.35K -43 -0.2%
OCM
69
One Capital Management
California
$1.72M +$407K +5,226 +30%
GFG
70
Greystone Financial Group
Michigan
$1.69M +$11.1K +142 +0.6%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.68M -$5.92K -76 -0.3%
VWM
72
Venturi Wealth Management
Texas
$1.67M +$151K +1,932 +10%
RWA
73
Redhawk Wealth Advisors
Minnesota
$1.66M +$61.6K +791 +4%
BFG
74
Buttonwood Financial Group
Missouri
$1.66M -$60.7K -779 -3%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.54M -$188K -2,416 -11%