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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$9K +$8.7K +125 +2,083%
AWM
202
AllSquare Wealth Management
New York
$8K – – –
PWS
203
Paragon Wealth Strategies
Florida
$8K +$7.79K +112 New
VNA
204
Valley National Advisers
Pennsylvania
$7K – – –
LWM
205
Liberty Wealth Management
California
$6K +$6.12K +88 New
APC
206
Aspire Private Capital
North Carolina
$5K – – –
IHWM
207
Iron Horse Wealth Management
Iowa
$5K – – –
CWC
208
Carolinas Wealth Consulting
North Carolina
$4K – – –
IF
209
Ironwood Financial
Arizona
$4K – – –
PGAM
210
Princeton Global Asset Management
New Jersey
$4K – – –
AIP
211
Ameritas Investment Partners
Nebraska
$3K – – –
ME
212
McIlrath & Eck
Washington
$3K – – –
WWM
213
Wolff Wiese Magana
California
$3K – – –
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$46.5K -668 -96%
CWP
215
Concord Wealth Partners
Virginia
$2K +$2.09K +30 New
MA
216
Montag & Associates
Georgia
$1K – – –
TFGT
217
TS Financial Group (TSFG)
Illinois
$1K – – –
CFD
218
Creative Financial Designs
Indiana
$1K +$1.11K +16 New
MSA
219
Marino Stram & Associates
Massachusetts
– -$2.67M -39,821 Closed
AWA
220
ARQ Wealth Advisors
Arizona
– -$1.81M -27,113 Closed
MHS
221
M Holdings Securities
Oregon
– -$390K -5,825 Closed
CSIA
222
Charles Schwab Investment Advisory
California
– -$269K -4,021 Closed
SCM
223
Southport Capital Management
Tennessee
– -$216K -3,228 Closed
MML Investors Services
224
MML Investors Services
Massachusetts
– -$209K -3,122 Closed
WAM
225
WNY Asset Management
New York
– -$200K -2,904 Closed