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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