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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$26K +$12K +173 +84%
SJIA
227
St. James Investment Advisors
New York
$24K
CFD
228
Creative Financial Designs
Indiana
$20K +$9.54K +138 +90%
PA
229
Parallel Advisors
California
$19K +$3.04K +44 +20%
CCM
230
Cribstone Capital Management
Maine
$18K +$7.26K +105 +67%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$15K
CFGS
232
Concourse Financial Group Securities
Alabama
$14K -$306K -4,420 -96%
NSIM
233
North Star Investment Management
Illinois
$14K
BCMLT
234
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$13.5K +195 New
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$12K
SC
236
Stephens Consulting
Michigan
$11.8K
HS
237
Horan Securities
United States
$10K
PFS
238
Prospera Financial Services
Texas
$10K +$10.4K +150 New
LPWM
239
Lake Point Wealth Management
Texas
$9K -$15.2K -220 -62%
AWM
240
AllSquare Wealth Management
New York
$8K
FWM
241
Focused Wealth Management
New York
$8K
VNA
242
Valley National Advisers
Pennsylvania
$7K
APA
243
American Portfolios Advisors
New York
$6.21K
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$6K -$61.6K -890 -92%
UB
245
UMB Bank
Missouri
$6K
IHWM
246
Iron Horse Wealth Management
Iowa
$5K
CWC
247
Carolinas Wealth Consulting
North Carolina
$4K
PGAM
248
Princeton Global Asset Management
New Jersey
$4K
WWM
249
Wolff Wiese Magana
California
$3K
GRP
250
Global Retirement Partners
California
$3K +$3.11K +45 New