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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
151
Icon Wealth Partners
Texas
$1K +$518 +10 New
JPLA
152
Joseph P. Lucia & Associates
New York
$209 +$156 +3 New
RJA
153
Raymond James & Associates
Florida
– -$26.3M -541,778 Closed
RIA
154
Regal Investment Advisors
Michigan
– -$6.77M -139,354 Closed
JCM
155
Janney Capital Management
Pennsylvania
– -$1.57M -32,282 Closed
SWM
156
Shakespeare Wealth Management
Wisconsin
– -$1.11M -22,872 Closed
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
– -$565K -11,636 Closed
CFA
158
Camarda Financial Advisors
Florida
– -$462K -9,515 Closed
TSS
159
Two Sigma Securities
New York
– -$357K -7,354 Closed
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
– -$251K -5,165 Closed
COI
161
Capital One Investing
Virginia
– -$246K -5,062 Closed
GC
162
Gilbert & Cook
Iowa
– -$214K -4,415 Closed
SG
163
Strid Group
Pennsylvania
– -$215K -4,391 Closed
MGIA
164
Moneta Group Investment Advisors
Missouri
– -$201K -4,140 Closed
CC
165
Claybrook Capital
Massachusetts
– -$118K -2,440 Closed
WDL
166
Well Done LLC
Michigan
– -$118K -2,440 Closed
EWA
167
ERTS Wealth Advisors
Michigan
– -$113K -2,324 Closed
OAM
168
Oppenheimer Asset Management
New York
– -$53K -1,092 Closed
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
– -$24K -510 Closed
Citigroup
170
Citigroup
New York
– -$24K -500 Closed
NFG
171
Next Financial Group
Texas
– -$8K -157 Closed
PG
172
Patten Group
Tennessee
– -$2K -38 Closed
QCIG
173
Quad-Cities Investment Group
Iowa
– +$363 +7 +175%
BFEC
174
Benjamin F. Edwards & Company
Missouri
– +$415 +8 New