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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Tobias Financial Advisors
Florida
$2.09M +$92.9K +974 +5%
MAWA
77
Moss Adams Wealth Advisors
Washington
$2.05M -$185K -1,935 -8%
VWA
78
Visionary Wealth Advisors
Illinois
$2.04M +$27.7K +290 +1%
Mariner
79
Mariner
Kansas
$2.03M -$310K -3,251 -13%
AWA
80
ARQ Wealth Advisors
Arizona
$2.03M +$2.01M +21,046 New
VWM
81
Venturi Wealth Management
Texas
$2M +$130K +1,360 +7%
OIA
82
OneDigital Investment Advisors
Kansas
$1.99M +$135K +1,411 +7%
CA
83
CGN Advisors
Kansas
$1.9M
IWC
84
Integrated Wealth Concepts
Massachusetts
$1.89M +$610K +6,392 +49%
PAA
85
Peregrine Asset Advisers
Oregon
$1.88M -$93.6K -981 -5%
CCM
86
Canal Capital Management
Virginia
$1.87M +$11.1K +116 +0.6%
ASN
87
Advisory Services Network
Georgia
$1.86M +$250K +2,623 +16%
WFAG
88
Worth Financial Advisory Group
North Carolina
$1.78M +$660K +6,916 +61%
GS
89
GTS Securities
Florida
$1.78M +$1.74M +18,226 New
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.76M -$9.63K -101 -0.6%
SWP
91
Summit Wealth Partners
Florida
$1.75M +$108K +1,132 +7%
CPRPA
92
Cerity Partners Retirement Plan Advisors
New York
$1.71M +$195K +2,042 +13%
UCFA
93
United Capital Financial Advisors
Texas
$1.68M +$249K +2,608 +18%
CIA
94
Concurrent Investment Advisors
Florida
$1.68M +$542K +5,686 +49%
PSCM
95
Per Stirling Capital Management
Texas
$1.6M +$102K +1,070 +7%
BFG
96
Buttonwood Financial Group
Missouri
$1.6M -$17.4K -182 -1%
SSC
97
Syverson Strege & Co
Iowa
$1.59M -$215K -2,259 -12%
SWP
98
Stratos Wealth Partners
Ohio
$1.58M -$30.1K -315 -2%
SFG
99
Sovereign Financial Group
Connecticut
$1.58M +$67.1K +703 +5%
RCS
100
R2 Capital Strategies
Nebraska
$1.55M +$1.52M +15,922 New