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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODFS
51
O'Donnell Financial Services
California
$2.82M -$111K -1,247 -4%
MSA
52
Marino Stram & Associates
Massachusetts
$2.77M -$168K -1,889 -6%
Cerity Partners
53
Cerity Partners
New York
$2.76M +$243K +2,726 +10%
RFA
54
RTD Financial Advisors
Pennsylvania
$2.68M +$106K +1,186 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.59M +$364K +4,092 +16%
ACS
56
Archford Capital Strategies
Illinois
$2.56M -$28.3K -318 -1%
Creative Planning
57
Creative Planning
Kansas
$2.56M +$1.35M +15,188 +114%
CSIC
58
Clifford Swan Investment Counsel
California
$2.55M +$2.54M +28,503 New
PWM
59
Perigon Wealth Management
California
$2.55M -$75.1K -843 -3%
SB
60
Strategic Blueprint
Georgia
$2.52M +$2.5M +28,107 New
RWA
61
Redhawk Wealth Advisors
Minnesota
$2.47M +$213K +2,397 +10%
MFS
62
Madrid Financial Services
California
$2.39M +$389K +4,370 +20%
WFL
63
Wealth Forward LLC
North Dakota
$2.33M +$70K +786 +3%
HIA
64
HFM Investment Advisors
New Jersey
$2.32M -$39.8K -447 -2%
RWP
65
RWA Wealth Partners
Massachusetts
$2.3M -$54K -606 -2%
SFG
66
Somnio Financial Group
Connecticut
$2.29M +$55K +618 +2%
NAMNJ
67
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$178 +2 +0%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.21M -$70K -786 -3%
SA
69
Strategic Advocates
Utah
$2.21M -$62.2K -699 -3%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.13M +$40.4K +454 +2%
BCM
71
Brookstone Capital Management
Illinois
$2.12M +$67.2K +755 +3%
DAS
72
Dynamic Advisor Solutions
Arizona
$2.08M +$218K +2,444 +12%
GFG
73
Greystone Financial Group
Michigan
$2.01M -$39.4K -443 -2%
BFG
74
Buttonwood Financial Group
Missouri
$1.95M -$155K -1,737 -8%
WAM
75
Worth Asset Management
Texas
$1.92M -$54.8K -615 -3%