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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
201
Rockbridge Investment Management
New York
$34.3K – – –
AWM
202
Activest Wealth Management
Florida
$30K – – –
LCM
203
Logan Capital Management
Pennsylvania
$26K – – –
PA
204
Parallel Advisors
California
$26K +$10.1K +159 +59%
SWM
205
Spire Wealth Management
Virginia
$23K +$64 +1 +0.3%
William Blair & Company
206
William Blair & Company
Illinois
$22K -$16K -252 -40%
MIM
207
Macroview Investment Management
Maryland
$22K – – –
SJIA
208
St. James Investment Advisors
New York
$21K – – –
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$18K -$5.6K -88 -23%
CCM
210
Cribstone Capital Management
Maine
$18K +$2.42K +38 +15%
SWM
211
SeaCrest Wealth Management
New York
$18K +$19.1K +300 New
CFD
212
Creative Financial Designs
Indiana
$17K -$255 -4 -1%
HWMA
213
Heritage Wealth Management (Arizona)
Arizona
$15K -$113K -1,769 -88%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$12K – – –
NSIM
217
North Star Investment Management
Illinois
$12K – – –
IWP
218
IAG Wealth Partners
Wisconsin
$12K +$13K +204 New
OC
219
Oakworth Capital
Alabama
$11K -$15.5K -244 -58%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$11K – – –
SC
221
Stephens Consulting
Michigan
$10.3K +$64 +1 +0.6%
NL
222
NVWM LLC
Pennsylvania
$10K +$10.4K +163 New
HS
223
Horan Securities
United States
$9K +$127 +2 +1%
LPWM
224
Lake Point Wealth Management
Texas
$8K – – –
AWM
225
AllSquare Wealth Management
New York
$7K – – –