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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$5K +$56 +1 +1%
FANJ
177
Financial Architects (New Jersey)
New Jersey
$4K +$113 +2 +3%
IF
178
Ironwood Financial
Arizona
$3K – – –
AIP
179
Ameritas Investment Partners
Nebraska
$2K – – –
LWM
180
Lenox Wealth Management
Ohio
$2K – – –
ME
181
McIlrath & Eck
Washington
$2K – – –
FWM
182
FSA Wealth Management
Massachusetts
$2K +$1.58K +28 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$1K – – –
IFWM
184
Institute for Wealth Management
Colorado
$1K +$733 +13 New
TA
185
TFG Advisers
Michigan
$1K +$1.13K +20 New
CAAS
186
Capital Asset Advisory Services
Michigan
$1K +$1.35K +24 New
JCM
187
Jacobsen Capital Management
Utah
– -$440K -8,018 Closed
BIA
188
BHK Investment Advisors
Alabama
– -$290K -5,286 Closed
CCM
189
Coldstream Capital Management
Washington
– -$216K -3,937 Closed
PA
190
Paracle Advisors
Washington
– -$215K -3,916 Closed
PMFA
191
Plante Moran Financial Advisors
Michigan
– -$14K -261 Closed
SB
192
Strategic Blueprint
Georgia
– -$13K -236 Closed
SPIA
193
Steward Partners Investment Advisory
New York
– -$9K -165 Closed
GSWM
194
Golden State Wealth Management
California
– -$8K -139 Closed
RCG
195
Ruggie Capital Group
Florida
– -$4K -79 Closed
AIC
196
Ameritas Investment Company
Nebraska
– -$1K -20 Closed
BWM
197
Baystate Wealth Management
Massachusetts
– +$56 +1 New
VCP
198
Verus Capital Partners
Arizona
– +$338 +6 New
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