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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Focused Wealth Management
New York
$7K – – –
VNA
227
Valley National Advisers
Pennsylvania
$6K – – –
GI
228
Gradient Investments
Minnesota
$6K +$6.37K +100 New
APA
229
American Portfolios Advisors
New York
$5.39K – – –
UB
230
UMB Bank
Missouri
$5K – – –
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$5K +$127 +2 +2%
APC
232
Aspire Private Capital
North Carolina
$5K +$3.12K +49 +175%
IHWM
233
Iron Horse Wealth Management
Iowa
$4K – – –
PGAM
234
Princeton Global Asset Management
New Jersey
$4K – – –
CWC
235
Carolinas Wealth Consulting
North Carolina
$3K – – –
WWM
236
Wolff Wiese Magana
California
$3K – – –
AA
237
Ancora Advisors
Ohio
$2K – – –
ME
238
McIlrath & Eck
Washington
$2K – – –
MBFW
239
Morton Brown Family Wealth
Pennsylvania
$2K – – –
KFI
240
Key Financial Inc
Pennsylvania
$2K +$2.35K +37 New
GRP
241
Global Retirement Partners
California
$1K -$1.91K -30 -67%
DWP
242
Destiny Wealth Partners
Florida
$1K – – –
FHA
243
First Horizon Advisors
Tennessee
$1K – – –
TFGT
244
TS Financial Group (TSFG)
Illinois
$1K – – –
EWM
245
Evermay Wealth Management
Virginia
$1K +$64 +1 +6%
LFG
246
Larson Financial Group
Missouri
$1K +$636 +10 New
SFP
247
Sweet Financial Partners
Minnesota
– -$12M -173,692 Closed
FA
248
FDx Advisors
Illinois
– -$12M -173,430 Closed
Goldman Sachs
249
Goldman Sachs
New York
– -$2.26M -32,829 Closed
AI
250
Atria Investments
North Carolina
– -$1.97M -28,597 Closed