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iShares Core 80/20 Aggressive Allocation ETF

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