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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$11K +$11.6K +212 New
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
BlackRock
128
BlackRock
New York
$8K -$764 -14 -8%
AWM
129
AllSquare Wealth Management
New York
$6K – – –
US Bancorp
130
US Bancorp
Minnesota
$6K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.06K +111 New
WEC
132
Winslow Evans & Crocker
Massachusetts
$5.56K – – –
IWM
133
IHT Wealth Management
Illinois
$5K – – –
VFA
134
Valeo Financial Advisors
Indiana
$5K – – –
RCAG
135
Rehmann Capital Advisory Group
Michigan
$5K +$4.7K +86 New
WP
136
WealthShield Partners
North Carolina
$5K +$5.35K +98 New
CAC
137
Certified Advisory Corp
Florida
$5K +$5.57K +102 New
PG
138
Patten Group
Tennessee
$4K – – –
NSIM
139
North Star Investment Management
Illinois
$4K +$4.31K +79 New
IF
140
Ironwood Financial
Arizona
$3K – – –
CL
141
Cabana LLC
Arkansas
– -$2.99M -55,525 Closed
SI
142
Stephens Inc
Arkansas
– -$686K -12,735 Closed
OC
143
Oppenheimer & Co
New York
– -$572K -10,615 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
– -$452K -8,388 Closed
AWM
145
AE Wealth Management
Kansas
– -$378K -7,017 Closed
SS
146
Simplicity Solutions
Minnesota
– -$313K -5,801 Closed
RA
147
RFG Advisory
Alabama
– -$301K -5,490 Closed
CCM
148
Crabel Capital Management
California
– -$229K -4,242 Closed
PA
149
Prism Advisors
California
– -$223K -4,131 Closed
RW
150
Rand Wealth
Maryland
– -$209K -3,884 Closed