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iShares Core 80/20 Aggressive Allocation ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
AllSquare Wealth Management
Albany,
New York
| $6K | +$6.2K | +118 | New |
|
|
IWM
102
IHT Wealth Management
Chicago,
Illinois
| $5K | -$133K | -2,532 | -96% |
|
|
BC
103
Bartlett & Co
Cincinnati,
Ohio
| $5K | +$4.41K | +84 | New |
|
|
PG
104
Patten Group
Chattanooga,
Tennessee
| $4K | +$3.83K | +73 | New |
|
|
IF
105
Ironwood Financial
Tucson,
Arizona
| $3K | – | – | – |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| $3K | +$578 | +11 | +30% |
|
107
Citadel Advisors
Miami,
Florida
| – | -$650K | -12,545 | Closed |
|
|
VWA
108
V Wealth Advisors
Overland Park,
Kansas
| – | -$176K | -3,408 | Closed |
|
109
Creative Planning
Overland Park,
Kansas
| – | -$45K | -861 | Closed |
|
|
DADC
110
D.A. Davidson & Co
Great Falls,
Montana
| – | -$36K | -700 | Closed |
|
111
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14K | -263 | Closed |
|
|
TWA
112
TCI Wealth Advisors
Tucson,
Arizona
| – | -$6K | -120 | Closed |
|
|
CFA
113
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -30 | Closed |
|