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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
401
Aventura Private Wealth
Florida
$2.21K – – –
CIAS
402
Capital Investment Advisory Services
North Carolina
$1.86K -$3.64K -40 -66%
EWM
403
Evermay Wealth Management
Virginia
$1.24K – – –
DWA
404
Delos Wealth Advisors
Texas
$1.06K – – –
TCM
405
Triumph Capital Management
Colorado
$973 – – –
PAG
406
Paladin Advisory Group
Iowa
$796 -$5.83K -64 -88%
AIA
407
Aventus Investment Advisors
Florida
$88 +$91 +1 New
CSIC
408
Clifford Swan Investment Counsel
California
– -$2.55M -28,503 Closed
CIP
409
Capital Insight Partners
Arizona
– -$1.82M -20,322 Closed
OCM
410
One Capital Management
California
– -$883K -9,863 Closed
RL
411
Retireful LLC
Michigan
– -$427K -4,743 Closed
Truist Financial
412
Truist Financial
North Carolina
– -$370K -4,127 Closed
HIS
413
Harvest Investment Services
Illinois
– -$368K -4,114 Closed
DAS
414
Diversify Advisory Services
Utah
– -$334K -3,648 Closed
VAS
415
Vestmark Advisory Solutions
Massachusetts
– -$320K -3,578 Closed
PJWM
416
Philip James Wealth Mangement
Georgia
– -$302K -3,376 Closed
KL
417
KilterHowling LLC
Colorado
– -$286K -3,193 Closed
LFAS
418
Level Four Advisory Services
Texas
– -$274K -3,062 Closed
BCI
419
Brinker Capital Investments
Pennsylvania
– -$246K -2,746 Closed
SI
420
Stephens Inc
Arkansas
– -$244K -2,719 Closed
AWM
421
Axxcess Wealth Management
California
– -$231K -2,578 Closed
AAS
422
Annex Advisory Services
Wisconsin
– -$226K -2,522 Closed
NI
423
Nest Investments
Pennsylvania
– -$219K -2,441 Closed
FHA
424
Flagship Harbor Advisors
Massachusetts
– -$202K -2,253 Closed
SIG
425
Spinnaker Investment Group
California
– -$200K -2,236 Closed