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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
176
Stonebridge Capital Advisors
Minnesota
$47K +$23.9K +344 +100%
AWA
177
Arkadios Wealth Advisors
Georgia
$42K
COCM
178
Charter Oak Capital Management
New Hampshire
$42K +$2.99K +43 +8%
AWM
179
Activest Wealth Management
Florida
$35K
LCM
180
Logan Capital Management
Pennsylvania
$31K
NFG
181
Next Financial Group
Texas
$31K +$5.01K +72 +20%
GWM
182
Geneos Wealth Management
Colorado
$30K -$332K -4,775 -92%
JAWM
183
J. Arnold Wealth Management
Ohio
$30K
OC
184
Oakworth Capital
Alabama
$30K
RIM
185
Rockbridge Investment Management
New York
$30K
SB
186
Strategic Blueprint
Georgia
$29K +$28.9K +416 New
William Blair & Company
187
William Blair & Company
Illinois
$26K +$70 +1 +0.3%
APA
188
American Portfolios Advisors
New York
$25.2K +$1.53K +22 +7%
PA
189
Parallel Advisors
California
$20K
CFG
190
CKW Financial Group
Hawaii
$20K +$348 +5 +2%
LPWM
191
Lake Point Wealth Management
Texas
$18K +$18K +259 New
MIM
192
Macroview Investment Management
Maryland
$16K
FWM
193
Focused Wealth Management
New York
$15K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SWM
195
Spire Wealth Management
Virginia
$14K
GWMIA
196
Global Wealth Management Investment Advisory
Florida
$13K -$2.23K -32 -15%
NSIM
197
North Star Investment Management
Illinois
$13K +$70 +1 +0.6%
PWP
198
Personal Wealth Partners
Minnesota
$12K +$11.4K +164 New
CCM
199
Cribstone Capital Management
Maine
$11K +$974 +14 +10%
HS
200
Horan Securities
United States
$9K