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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$2.71M +$2.79M +30,634 New
PWM
52
Perigon Wealth Management
California
$2.7M +$184K +2,024 +7%
HA
53
Hanover Advisors
South Carolina
$2.54M -$685K -7,522 -21%
WFL
54
Wealth Forward LLC
North Dakota
$2.46M +$166K +1,817 +7%
ACS
55
Archford Capital Strategies
Illinois
$2.46M -$72.1K -792 -3%
Stifel Financial
56
Stifel Financial
Missouri
$2.46M -$11M -120,792 -81%
CI
57
CX Institutional
Indiana
$2.43M -$6.1M -66,943 -71%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.42M -$1.36M -14,919 -35%
RWP
59
RWA Wealth Partners
Massachusetts
$2.41M +$143K +1,571 +6%
RFA
60
RTD Financial Advisors
Pennsylvania
$2.4M -$248K -2,723 -9%
SFG
61
Somnio Financial Group
Connecticut
$2.31M +$53.6K +588 +2%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M +$79.3K +871 +4%
NAMNJ
63
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M -$182 -2 -0%
Mariner
64
Mariner
Kansas
$2.13M +$536K +5,883 +32%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$2.12M +$14.4K +158 +0.7%
BCM
66
Brookstone Capital Management
Illinois
$2.11M +$19.8K +217 +0.9%
MFS
67
Madrid Financial Services
California
$2.1M -$267K -2,934 -11%
LPAM
68
Lodestar Private Asset Management
California
$2.1M +$209K +2,296 +11%
WAM
69
Worth Asset Management
Texas
$2.07M +$185K +2,034 +9%
Creative Planning
70
Creative Planning
Kansas
$2.04M -$503K -5,520 -19%
MAWA
71
Moss Adams Wealth Advisors
Washington
$2.03M +$363K +3,988 +21%
HIA
72
HFM Investment Advisors
New Jersey
$2.03M -$277K -3,038 -12%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.92M -$1.91M -21,004 -49%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.91M +$139K +1,525 +8%
Ameriprise
75
Ameriprise
Minnesota
$1.87M +$54.6K +599 +3%