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iShares Core 80/20 Aggressive Allocation ETF

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