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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
176
Charles Schwab
California
– -$441K -9,289 Closed
Bank of New York Mellon
177
Bank of New York Mellon
New York
– -$371K -7,825 Closed
CAMG
178
CWA Asset Management Group
Florida
– -$301K -6,350 Closed
BMCM
179
Bryn Mawr Capital Management
Pennsylvania
– -$252K -5,311 Closed
Lido Advisors
180
Lido Advisors
California
– -$212K -4,472 Closed
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
– -$207K -4,354 Closed
DWM
182
Darwin Wealth Management
Florida
– -$58K -1,245 Closed
ASN
183
Advisory Services Network
Georgia
– -$57K -1,192 Closed
EWM
184
EPG Wealth Management
Georgia
– -$28K -600 Closed
MAM
185
Meeder Asset Management
Ohio
– -$19K -393 Closed
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -325 Closed
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
– -$14K -302 Closed
NFG
188
Next Financial Group
Texas
– -$7K -152 Closed
GSWM
189
Golden State Wealth Management
California
– -$7K -139 Closed
AIC
190
Ameritas Investment Company
Nebraska
– -$6K -135 Closed
MWM
191
MBE Wealth Management
Wisconsin
– -$5K -117 Closed
PCA
192
Providence Capital Advisors
North Carolina
– -$4K -84 Closed
ADL
193
Asset Dedication LLC
California
– -$2K -46 Closed
OFG
194
OmniStar Financial Group
North Carolina
– -$2K -44 Closed
SL
195
Savior LLC
Massachusetts
– -$1K -19 Closed