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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$12K +$52 +1 +0.4%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$2.6K +50 +30%
OPS
153
Orion Portfolio Solutions
Nebraska
$9K -$11.9K -228 -58%
CAC
154
Certified Advisory Corp
Florida
$7K
AWM
155
AllSquare Wealth Management
New York
$6K
CFD
156
Creative Financial Designs
Indiana
$6K +$5.78K +111 New
NSIM
157
North Star Investment Management
Illinois
$5K
VNA
158
Valley National Advisers
Pennsylvania
$5K
WP
159
WealthShield Partners
North Carolina
$5K
FANJ
160
Financial Architects (New Jersey)
New Jersey
$4K
IF
161
Ironwood Financial
Arizona
$3K
SIM
162
Sonora Investment Management
Arizona
$3K +$2.6K +50 New
PGAM
163
Princeton Global Asset Management
New Jersey
$3K +$3.28K +63 New
AIP
164
Ameritas Investment Partners
Nebraska
$2K
FWM
165
FSA Wealth Management
Massachusetts
$2K
LWM
166
Lenox Wealth Management
Ohio
$2K
ME
167
McIlrath & Eck
Washington
$2K
BlackRock
168
BlackRock
New York
$1K -$676 -13 -38%
CAAS
169
Capital Asset Advisory Services
Michigan
$1K
CIAS
170
Capital Investment Advisory Services
North Carolina
$1K
RJA
171
Raymond James & Associates
Florida
-$12.9M -272,774 Closed
ACP
172
Aveo Capital Partners
Colorado
-$1.91M -40,152 Closed
SWM
173
Shakespeare Wealth Management
Wisconsin
-$989K -20,840 Closed
FAAM
174
First Ascent Asset Management
Colorado
-$805K -16,961 Closed
CWM
175
Circle Wealth Management
New Jersey
-$619K -13,035 Closed