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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
351
Aveo Capital Partners
Colorado
– -$5.13M -66,915 Closed
GVAG
352
Great Valley Advisor Group
Delaware
– -$3.28M -42,755 Closed
MFWM
353
Motley Fool Wealth Management
Virginia
– -$1.21M -15,830 Closed
MW
354
Marcum Wealth
Ohio
– -$377K -4,916 Closed
AI
355
Atria Investments
North Carolina
– -$368K -4,799 Closed
SFM
356
Signet Financial Management
New Jersey
– -$358K -4,673 Closed
IAA
357
Independent Advisor Alliance
North Carolina
– -$322K -4,206 Closed
KFG
358
Kelly Financial Group
Connecticut
– -$313K -4,083 Closed
CIA
359
Concurrent Investment Advisors
Florida
– -$308K -4,014 Closed
SG
360
Strid Group
Pennsylvania
– -$275K -3,588 Closed
JCM
361
Janney Capital Management
Pennsylvania
– -$273K -3,562 Closed
PWP
362
Phillips Wealth Planners
Mississippi
– -$247K -3,265 Closed
MWM
363
Meridian Wealth Management
Kentucky
– -$220K -2,868 Closed
MWG
364
Martin Worley Group
Utah
– -$219K -2,861 Closed
ZIM
365
Zacks Investment Management
Illinois
– -$217K -2,828 Closed
NWM
366
Napa Wealth Management
California
– -$209K -2,784 Closed
SC
367
Scotia Capital
Ontario, Canada
– -$213K -2,776 Closed
MFG
368
Merit Financial Group
Georgia
– -$211K -2,758 Closed
EFN
369
Equita Financial Network
Pennsylvania
– -$210K -2,740 Closed
SAF
370
Smith Anglin Financial
Texas
– -$206K -2,694 Closed
TPW
371
TL Private Wealth
Texas
– -$207K -2,682 Closed
BTI
372
Blue Trust Inc
Georgia
– -$55.5K -725 Closed
PCWA
373
Pacific Capital Wealth Advisors
California
– -$40.1K -524 Closed
WTC
374
WhitTier Trust Company
Nevada
– -$27.7K -361 Closed
TAM
375
Tucker Asset Management
Colorado
– -$19.4K -253 Closed