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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Paragon Advisors
Texas
– -$751K -10,898 Closed
GM
252
GeoWealth Management
Illinois
– -$728K -10,564 Closed
FPS
253
Fieldpoint Private Securities
Connecticut
– -$496K -7,200 Closed
BAM
254
Belpointe Asset Management
Nevada
– -$447K -6,477 Closed
LWMNY
255
Landmark Wealth Management (New York)
New York
– -$364K -5,281 Closed
AFP
256
Ausdal Financial Partners
Iowa
– -$313K -4,537 Closed
FFG
257
Fullen Financial Group
Ohio
– -$255K -3,695 Closed
Lido Advisors
258
Lido Advisors
California
– -$242K -3,515 Closed
BOPW
259
Brandywine Oak Private Wealth
Pennsylvania
– -$233K -3,380 Closed
CCM
260
Coldstream Capital Management
Washington
– -$233K -3,375 Closed
Truist Financial
261
Truist Financial
North Carolina
– -$228K -3,301 Closed
SG
262
Strid Group
Pennsylvania
– -$220K -3,185 Closed
SIG
263
Spinnaker Investment Group
California
– -$222K -3,167 Closed
TCMP
264
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$215K -3,126 Closed
VWM
265
Vigilare Wealth Management
Arizona
– -$215K -3,114 Closed
PCG
266
Private Capital Group
Connecticut
– -$214K -3,097 Closed
PWM
267
Penobscot Wealth Management
Maine
– -$211K -3,054 Closed
STA
268
Summit Trail Advisors
New York
– -$207K -3,000 Closed
FAIM
269
Financial Advocates Investment Management
Washington
– -$207K -2,991 Closed
SWA
270
Sightline Wealth Advisors
Connecticut
– -$206K -2,991 Closed
MMA
271
Miracle Mile Advisors
California
– -$203K -2,946 Closed
GKWIM
272
Gerber Kawasaki Wealth & Investment Management
California
– -$200K -2,903 Closed
LAS
273
Lloyd Advisory Services
Georgia
– -$99K -1,433 Closed
FFA
274
Freedman Financial Associates
Massachusetts
– -$62K -891 Closed
MCC
275
Money Concepts Capital
Florida
– -$53K -767 Closed