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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$1.47K +$1.41K +20 New
CFD
302
Creative Financial Designs
Indiana
$882 – – –
LFG
303
Larson Financial Group
Missouri
$735 – – –
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$588 – – –
PAG
305
Paladin Advisory Group
Iowa
$586 +$565 +8 New
TRCT
306
Tower Research Capital (TRC)
New York
$294 +$282 +4 New
IRC
307
Investors Research Corp
Georgia
$147 – – –
FAM
308
Forte Asset Management
New York
– -$568K -8,233 Closed
WP
309
WealthPLAN Partners
Nebraska
– -$561K -8,128 Closed
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
– -$507K -7,345 Closed
CWP
311
Corepath Wealth Partners
Arizona
– -$476K -6,997 Closed
FTUS
312
Flow Traders U.S.
New York
– -$462K -6,697 Closed
KWM
313
Keebeck Wealth Management
Illinois
– -$320K -4,640 Closed
JCM
314
Janney Capital Management
Pennsylvania
– -$304K -4,404 Closed
AFG
315
AFS Financial Group
Maryland
– -$300K -4,346 Closed
MW
316
Marcum Wealth
Ohio
– -$297K -4,307 Closed
SC
317
Scotia Capital
Ontario, Canada
– -$279K -4,046 Closed
MWM
318
Meridian Wealth Management
Kentucky
– -$274K -3,979 Closed
FPAS
319
Focus Partners Advisor Solutions
Missouri
– -$271K -3,922 Closed
SAG
320
SageView Advisory Group
California
– -$273K -3,912 Closed
MIC
321
Means Investment Company
Maine
– -$248K -3,594 Closed
ARC
322
Advisor Resource Council
Texas
– -$247K -3,575 Closed
KIG
323
Kowal Investment Group
Wisconsin
– -$232K -3,354 Closed
ZIM
324
Zacks Investment Management
Illinois
– -$232K -3,354 Closed
NC
325
NewSquare Capital
Pennsylvania
– -$227K -3,281 Closed