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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Evermay Wealth Management
Virginia
$1.24K
DWA
402
Delos Wealth Advisors
Texas
$1.06K
TCM
403
Triumph Capital Management
Colorado
$973
PAG
404
Paladin Advisory Group
Iowa
$796 -$5.83K -64 -88%
AIA
405
Aventus Investment Advisors
Florida
$88 +$91 +1 New
CSIC
406
Clifford Swan Investment Counsel
California
-$2.55M -28,503 Closed
CIP
407
Capital Insight Partners
Arizona
-$1.82M -20,322 Closed
OCM
408
One Capital Management
California
-$883K -9,863 Closed
RL
409
Retireful LLC
Michigan
-$427K -4,743 Closed
Truist Financial
410
Truist Financial
North Carolina
-$370K -4,127 Closed
HIS
411
Harvest Investment Services
Illinois
-$368K -4,114 Closed
DAS
412
Diversify Advisory Services
Utah
-$334K -3,648 Closed
VAS
413
Vestmark Advisory Solutions
Massachusetts
-$320K -3,578 Closed
PJWM
414
Philip James Wealth Mangement
Georgia
-$302K -3,376 Closed
KL
415
KilterHowling LLC
Colorado
-$286K -3,193 Closed
LFAS
416
Level Four Advisory Services
Texas
-$274K -3,062 Closed
BCI
417
Brinker Capital Investments
Pennsylvania
-$246K -2,746 Closed
SI
418
Stephens Inc
Arkansas
-$244K -2,719 Closed
AWM
419
Axxcess Wealth Management
California
-$231K -2,578 Closed
AAS
420
Annex Advisory Services
Wisconsin
-$226K -2,522 Closed
NI
421
Nest Investments
Pennsylvania
-$219K -2,441 Closed
FHA
422
Flagship Harbor Advisors
Massachusetts
-$202K -2,253 Closed
SIG
423
Spinnaker Investment Group
California
-$200K -2,236 Closed
LAS
424
Lloyd Advisory Services
Georgia
-$152K -1,700 Closed
EW
425
Elyxium Wealth
California
-$38.4K -429 Closed