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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
CKW Financial Group
Hawaii
$10K -$1.13K -21 -10%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$34.8K -647 -80%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
ME
129
McIlrath & Eck
Washington
$6K -$46.9K -872 -88%
AWM
130
AllSquare Wealth Management
New York
$6K – – –
US Bancorp
131
US Bancorp
Minnesota
$6K – – –
CAC
132
Certified Advisory Corp
Florida
$5K – – –
WP
133
WealthShield Partners
North Carolina
$5K – – –
RCAG
134
Rehmann Capital Advisory Group
Michigan
$4.62K – – –
NSIM
135
North Star Investment Management
Illinois
$4K – – –
PG
136
Patten Group
Tennessee
$4K – – –
IF
137
Ironwood Financial
Arizona
$3K – – –
OIA
138
OneDigital Investment Advisors
Kansas
$3K +$3.45K +64 New
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2K -$3.61K -67 -60%
S
140
SignatureFD
Georgia
$2K +$1.94K +36 New
BlackRock
141
BlackRock
New York
$1K -$7.59K -141 -92%
LFS
142
Legacy Financial Strategies
Kansas
– -$2.86M -53,416 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$1.99M -37,217 Closed
SPC
144
Sigma Planning Corp
Michigan
– -$328K -6,133 Closed
FAAS
145
First Allied Advisory Services
California
– -$268K -5,000 Closed
IIC
146
Integrated Investment Consultants
Michigan
– -$86K -1,599 Closed
BWA
147
Burt Wealth Advisors
Maryland
– -$54K -1,000 Closed
WDL
148
Well Done LLC
Michigan
– -$41K -760 Closed
SPIA
149
Steward Partners Investment Advisory
New York
– -$11K -212 Closed
WEC
150
Winslow Evans & Crocker
Massachusetts
– -$5.6K -104 Closed