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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$888K -$12.3K -170 -1%
Northern Trust
77
Northern Trust
Illinois
$874K
RJFSA
78
Raymond James Financial Services Advisors
Florida
$862K -$181K -2,508 -17%
SAF
79
Smith Anglin Financial
Texas
$850K +$842K +11,676 New
CL
80
CPWM LLC
Washington
$849K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$844K +$832K +11,538 New
RWA
82
Redhawk Wealth Advisors
Minnesota
$842K -$118K -1,642 -12%
5SA
83
5th Street Advisors
Connecticut
$802K +$794K +11,014 New
Creative Planning
84
Creative Planning
Kansas
$793K +$87.5K +1,214 +13%
IA
85
Insight Advisors
Pennsylvania
$786K +$15.8K +219 +2%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$766K +$138K +1,909 +22%
GFP
87
Guardian Financial Partners
California
$762K +$754K +10,467 New
SWP
88
Summit Wealth Partners
Florida
$750K +$45.7K +634 +7%
KWM
89
Keebeck Wealth Management
Illinois
$741K -$123K -1,709 -14%
JFA
90
JNBA Financial Advisors
Minnesota
$735K -$721 -10 -0.1%
CCP
91
Cassia Capital Partners
North Carolina
$716K +$708K +9,826 New
OFG
92
Oxford Financial Group
Indiana
$695K +$45.6K +633 +7%
CCFM
93
Clear Creek Financial Management
Washington
$675K -$12.7K -176 -2%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$661K +$654K +9,078 New
MIC
95
Means Investment Company
Maine
$651K -$33.2K -460 -5%
GPWA
96
Great Point Wealth Advisors
Massachusetts
$638K +$6.05K +84 +1%
VA
97
Valmark Advisers
Ohio
$619K +$72.8K +1,010 +13%
WWM
98
Western Wealth Management
Colorado
$619K +$612K +8,495 New
TWP
99
Tempus Wealth Planning
California
$606K +$48K +666 +9%
AF
100
Affiance Financial
Minnesota
$593K +$8.07K +112 +1%