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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
251
Global Wealth Management Investment Advisory
Florida
$5.71K +$5.53K +86 New
IHWM
252
Iron Horse Wealth Management
Iowa
$4.78K – – –
PGAM
253
Princeton Global Asset Management
New Jersey
$4.18K – – –
CWC
254
Carolinas Wealth Consulting
North Carolina
$3.58K – – –
WWM
255
Wolff Wiese Magana
California
$3.25K – – –
DIP
256
DT Investment Partners
Pennsylvania
$3.03K +$2.9K +45 New
KFI
257
Key Financial Inc
Pennsylvania
$2.46K – – –
CA
258
Crewe Advisors
Utah
$1.99K – – –
MBFW
259
Morton Brown Family Wealth
Pennsylvania
$1.99K – – –
SSB
260
Sandy Spring Bank
Maryland
$1.79K – – –
EWM
261
Evermay Wealth Management
Virginia
$1.59K – – –
TFGT
262
TS Financial Group (TSFG)
Illinois
$1K – – –
LFG
263
Larson Financial Group
Missouri
$663 -$6.5K -101 -91%
IRC
264
Investors Research Corp
Georgia
$133 – – –
Citadel Advisors
265
Citadel Advisors
Florida
– -$1.86M -29,238 Closed
SW
266
SVB Wealth
Massachusetts
– -$1.16M -18,280 Closed
5SA
267
5th Street Advisors
Connecticut
– -$503K -7,903 Closed
LWMNY
268
Landmark Wealth Management (New York)
New York
– -$272K -4,283 Closed
CCA
269
Cora Capital Advisors
New Jersey
– -$260K -4,081 Closed
TSS
270
Two Sigma Securities
New York
– -$239K -3,757 Closed
BA
271
Bellwether Advisors
Nebraska
– -$141K -2,214 Closed
CF
272
Centaurus Financial
California
– -$109K -1,719 Closed
AAS
273
Ameritas Advisory Services
Nebraska
– -$98.3K -1,545 Closed
BAM
274
Belpointe Asset Management
Nevada
– -$69.5K -1,093 Closed
AWM
275
Activest Wealth Management
Florida
– -$31.4K -499 Closed