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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$52 +1 +0.4%
PMFA
127
Plante Moran Financial Advisors
Michigan
$14K
Mariner
128
Mariner
Kansas
$14K +$1.52M +29,273 New
GAM
129
Gemmer Asset Management
California
$12K +$52 +1 +0.5%
CFG
130
CKW Financial Group
Hawaii
$11K +$674 +13 +6%
APC
131
Aspire Private Capital
North Carolina
$9K +$104 +2 +1%
CFD
132
Creative Financial Designs
Indiana
$8K +$2.07K +40 +34%
AIC
133
Ameritas Investment Company
Nebraska
$7K +$6.38K +123 New
GSWM
134
Golden State Wealth Management
California
$7K +$7.21K +139 New
AWM
135
AllSquare Wealth Management
New York
$6K
CAC
136
Certified Advisory Corp
Florida
$6K +$881 +17 +17%
RCG
137
Ruggie Capital Group
Florida
$5K -$288K -5,558 -98%
US Bancorp
138
US Bancorp
Minnesota
$5K
VNA
139
Valley National Advisers
Pennsylvania
$5K
WP
140
WealthShield Partners
North Carolina
$5K
FANJ
141
Financial Architects (New Jersey)
New Jersey
$5K +$5.18K +100 New
NSIM
142
North Star Investment Management
Illinois
$4K +$52 +1 +1%
BlackRock
143
BlackRock
New York
$4K +$259 +5 +6%
IF
144
Ironwood Financial
Arizona
$3K
CF
145
Centaurus Financial
California
$2.19K +$467 +9 +8%
ME
146
McIlrath & Eck
Washington
$2K +$1.87K +36 New
FNC
147
First National Corp
Massachusetts
$2K +$2.02K +39 New
LWM
148
Lenox Wealth Management
Ohio
$2K +$2.07K +40 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$1K
EWM
150
Executive Wealth Management
Michigan
$1K