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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODG
176
O'Dell Group
Ohio
$40K +$40.6K +570 New
AWM
177
Activest Wealth Management
Florida
$35K
PA
178
Parallel Advisors
California
$34K +$15.3K +215 +77%
GWM
179
Geneos Wealth Management
Colorado
$30K
LCM
180
Logan Capital Management
Pennsylvania
$30K
NFG
181
Next Financial Group
Texas
$30K
OC
182
Oakworth Capital
Alabama
$29K
William Blair & Company
183
William Blair & Company
Illinois
$26K +$71 +1 +0.3%
APA
184
American Portfolios Advisors
New York
$24.9K
SCA
185
Stonebridge Capital Advisors
Minnesota
$24K -$24.5K -344 -50%
CFG
186
CKW Financial Group
Hawaii
$21K +$855 +12 +4%
LPWM
187
Lake Point Wealth Management
Texas
$19K +$997 +14 +5%
GRP
188
Global Retirement Partners
California
$16K +$6.55K +92 +70%
MIM
189
Macroview Investment Management
Maryland
$15K
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$15K
FWM
191
Focused Wealth Management
New York
$15K +$71 +1 +0.5%
SWM
192
Spire Wealth Management
Virginia
$14K +$71 +1 +0.5%
NSIM
193
North Star Investment Management
Illinois
$13K +$71 +1 +0.5%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$12K
CCM
195
Cribstone Capital Management
Maine
$11K +$71 +1 +0.6%
LIA
196
LBMC Investment Advisors
Tennessee
$10.4K -$7.44M -104,516 -70%
AWM
197
AllSquare Wealth Management
New York
$8K
VNA
198
Valley National Advisers
Pennsylvania
$7K
CWP
199
Concord Wealth Partners
Virginia
$7K +$4.77K +67 +223%
LWM
200
Liberty Wealth Management
California
$6K +$71 +1 +1%