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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$17K +$58 +1 +0.4%
William Blair & Company
152
William Blair & Company
Illinois
$15K +$115 +2 +0.8%
CFG
153
CKW Financial Group
Hawaii
$15K +$231 +4 +2%
TFGT
154
TS Financial Group (TSFG)
Illinois
$14K
JFA
155
JNBA Financial Advisors
Minnesota
$14K +$58 +1 +0.4%
NNP
156
Nachman Norwood & Parrott
South Carolina
$14K +$14K +242 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.2K +247 New
GAM
158
Gemmer Asset Management
California
$13K +$58 +1 +0.4%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$12K
FWM
160
Focused Wealth Management
New York
$12K +$58 +1 +0.5%
NSIM
161
North Star Investment Management
Illinois
$10K +$5.59K +97 +117%
PFS
162
Prospera Financial Services
Texas
$9K +$8.65K +150 New
NFG
163
Next Financial Group
Texas
$9K +$8.94K +155 New
AWM
164
AllSquare Wealth Management
New York
$7K
HS
165
Horan Securities
United States
$7K +$6.75K +117 New
VNA
166
Valley National Advisers
Pennsylvania
$6K
WP
167
WealthShield Partners
North Carolina
$6K
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$5K -$28.8K -500 -85%
APC
169
Aspire Private Capital
North Carolina
$5K +$4.73K +82 New
PGAM
170
Princeton Global Asset Management
New Jersey
$4K
IF
171
Ironwood Financial
Arizona
$3K
BlackRock
172
BlackRock
New York
$3K +$1.33K +23 +110%
AIP
173
Ameritas Investment Partners
Nebraska
$2K
ME
174
McIlrath & Eck
Washington
$2K
EI
175
Ellevest Inc
New York
$1K +$1.44K +25 New