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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
-$1.97M -28,597 Closed
PA
252
Paragon Advisors
Texas
-$751K -10,898 Closed
GM
253
GeoWealth Management
Illinois
-$728K -10,564 Closed
LWMNY
254
Landmark Wealth Management (New York)
New York
-$369K -10,562 Closed
FPS
255
Fieldpoint Private Securities
Connecticut
-$496K -7,200 Closed
BAM
256
Belpointe Asset Management
Nevada
-$447K -6,477 Closed
AFP
257
Ausdal Financial Partners
Iowa
-$313K -4,537 Closed
FFG
258
Fullen Financial Group
Ohio
-$255K -3,695 Closed
Lido Advisors
259
Lido Advisors
California
-$242K -3,515 Closed
BOPW
260
Brandywine Oak Private Wealth
Pennsylvania
-$233K -3,380 Closed
CCM
261
Coldstream Capital Management
Washington
-$233K -3,375 Closed
Truist Financial
262
Truist Financial
North Carolina
-$228K -3,301 Closed
SG
263
Strid Group
Pennsylvania
-$220K -3,185 Closed
SIG
264
Spinnaker Investment Group
California
-$222K -3,167 Closed
TCMP
265
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$215K -3,126 Closed
VWM
266
Vigilare Wealth Management
Arizona
-$215K -3,114 Closed
PCG
267
Private Capital Group
Connecticut
-$214K -3,097 Closed
PWM
268
Penobscot Wealth Management
Maine
-$211K -3,054 Closed
STA
269
Summit Trail Advisors
New York
-$207K -3,000 Closed
FAIM
270
Financial Advocates Investment Management
Washington
-$207K -2,991 Closed
SWA
271
Sightline Wealth Advisors
Connecticut
-$206K -2,991 Closed
MMA
272
Miracle Mile Advisors
California
-$203K -2,946 Closed
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
-$200K -2,903 Closed
LAS
274
Lloyd Advisory Services
Georgia
-$99K -1,433 Closed
FFA
275
Freedman Financial Associates
Massachusetts
-$62K -891 Closed