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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K – – –
SJIA
202
St. James Investment Advisors
New York
$11K -$9.3K -153 -44%
CFGS
203
Concourse Financial Group Securities
Alabama
$11K – – –
NSIM
204
North Star Investment Management
Illinois
$11K +$122 +2 +1%
OC
205
Oakworth Capital
Alabama
$10K – – –
GWM
206
Geneos Wealth Management
Colorado
$9K -$25K -411 -70%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.38K +72 +87%
CCM
208
Cribstone Capital Management
Maine
$8K -$9.85K -162 -54%
HS
209
Horan Securities
United States
$8K – – –
AWM
210
AllSquare Wealth Management
New York
$7K – – –
FWM
211
Focused Wealth Management
New York
$7K +$61 +1 +0.8%
APC
212
Aspire Private Capital
North Carolina
$7K +$2.61K +43 +56%
GI
213
Gradient Investments
Minnesota
$6K – – –
PWS
214
Paragon Wealth Strategies
Florida
$6K +$6.99K +115 New
APA
215
American Portfolios Advisors
New York
$4.99K – – –
SWM
216
Stapp Wealth Management
Washington
$4K +$4.56K +75 New
CWC
217
Carolinas Wealth Consulting
North Carolina
$3K – – –
PGAM
218
Princeton Global Asset Management
New Jersey
$3K – – –
WWM
219
Wolff Wiese Magana
California
$3K – – –
AA
220
Ancora Advisors
Ohio
$2K – – –
KFI
221
Key Financial Inc
Pennsylvania
$2K – – –
ME
222
McIlrath & Eck
Washington
$2K – – –
MBFW
223
Morton Brown Family Wealth
Pennsylvania
$2K – – –
BTI
224
Blue Trust Inc
Georgia
$2K +$2.13K +35 New
CHC
225
City Holding Co
West Virginia
$2K +$2.73K +45 New