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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
301
DT Investment Partners
Pennsylvania
$3.37K – – –
PA
302
Pineridge Advisors
Missouri
$3.31K – – –
VWWMG
303
Vermillion & White Wealth Management Group
Pennsylvania
$3.29K – – –
KFI
304
Key Financial Inc
Pennsylvania
$2.77K – – –
UWS
305
Unique Wealth Strategies
Illinois
$2.5K +$2.48K +34 New
AA
306
Ancora Advisors
Ohio
$2.39K -$2.19K -30 -48%
BA
307
Ballast Advisors
Minnesota
$2.39K – – –
CA
308
Crewe Advisors
Utah
$2.24K – – –
EWM
309
Evermay Wealth Management
Virginia
$1.79K – – –
FNWA
310
Financial Network Wealth Advisors
Utah
$1.79K +$1.75K +24 New
FCAS
311
First Command Advisory Services
Texas
$1.12K +$1.1K +15 New
CFD
312
Creative Financial Designs
Indiana
$897 – – –
CB
313
Chris Bulman
California
$897 +$877 +12 New
PAG
314
Paladin Advisory Group
Iowa
$598 – – –
TWP
315
Triad Wealth Partners
Kansas
$374 +$365 +5 New
MIA
316
Milestone Investment Advisors
Wisconsin
$300 +$292 +4 New
OWA
317
Opal Wealth Advisors
New York
$300 +$292 +4 New
TRCT
318
Tower Research Capital (TRC)
New York
$224 -$73 -1 -25%
SPC
319
Sigma Planning Corp
Michigan
– -$4.15M -56,464 Closed
CST
320
Charles Schwab Trust
Nevada
– -$2.8M -38,054 Closed
Goldman Sachs
321
Goldman Sachs
New York
– -$1.71M -23,322 Closed
LNC
322
Lincoln National Corp
Pennsylvania
– -$959K -13,060 Closed
CAI
323
Capital Advisors Inc
Oklahoma
– -$821K -11,170 Closed
VFP
324
Verus Financial Partners
Virginia
– -$643K -8,754 Closed
GSC
325
Ground Swell Capital
South Carolina
– -$413K -5,626 Closed