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Ishares Core

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NewIncreasedMaintainedDecreasedLiquidated
278130
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Means Investment Co., Inc.03-31-2021Aggres Alloc Etf9,450Decreased-0.130.14633,000.00-0.1666.98Form 13
Carroll Financial Associates, Inc.03-31-2021Etf906Maintained0.000.0060,000.003.4566.23Form 13
Weaver Consulting Group03-31-2021Aggres Alloc Etf31,380Increased2.001.292,100,000.006.3866.92Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com3,228Decreased-4.240.06216,000.000.0066.91Form 13
Trilogy Capital Inc.03-31-2021Aggres Alloc Etf271,312Decreased-7.211.3918,159,000.00-3.2366.93Form 13
Valeo Financial Advisors, Llc03-31-2021Etf731Maintained0.000.0049,000.004.2667.03Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund3,613Maintained0.000.06242,000.004.3166.98Form 13
Iron Horse Wealth Management, Llc03-31-2021Aggres Alloc Etf72Maintained0.000.005,000.000.0069.44Form 13
Advisornet Financial, Inc03-31-2021Etf14,773Increased0.640.07989,000.004.9966.95Form 13
Global Retirement Partners, Llc03-31-2021Aggres Alloc Etf6New!0.000.000.000.000.00Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open13Decreased-94.420.001,000.00-93.3376.92Form 13
Mcnaughton Wealth Management, Llc03-31-2021Aggres Alloc Etf4,194Decreased-80.570.22281,000.00-79.7167.00Form 13
Cx Institutional03-31-2021Etp23,236Increased2.290.141,555,000.006.6566.92Form 13
Jacobsen Capital Management03-31-2021Etf3,562Decreased-5.190.13238,000.00-1.2466.82Form 13
Wolff Wiese Magana Llc03-31-2021Aggres Alloc Etf49Maintained0.000.003,000.000.0061.22Form 13
Harbor Investment Advisory, Llc03-31-2021Etf1,815Decreased-3.250.02121,000.000.8366.67Form 13
Next Financial Group, Inc03-31-2021Aggres Alloc Etf361Maintained0.000.0024,000.004.3566.48Form 13
Tpg Financial Advisors, Llc03-31-2021Aggres Alloc Etf4,637Increased12.470.18310,000.0016.9866.85Form 13
North Star Investment Management Corp.03-31-2021Etf181Maintained0.000.0012,000.000.0066.30Form 13
Polaris Wealth Advisory Group, Llc03-31-2021Aggres Alloc Etf22,942Decreased-6.960.101,573,000.00-2.8468.56Form 13
Rfg Advisory, Llc03-31-2021Aggres Alloc Etf4,012Increased8.760.03269,000.0011.1667.05Form 13
Sugarloaf Wealth Management, Llc03-31-2021Aggres Alloc Etf15Decreased-99.750.12391,000.002.3626,066.67Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open3,146New!0.000.03210,000.000.0066.75Form 13
One Advisory Partners, Llc03-31-2021Aggres Alloc Etf3,063Maintained0.000.13205,000.000.0066.93Form 13
Lbmc Investment Advisors, Llc03-31-2021Com161,576Increased0.561.1410,814,000.004.8666.93Form 13
Capital Insight Partners, Llc03-31-2021Aggres Alloc Etf11,711Decreased-3.590.19784,000.000.5166.95Form 13
Canal Capital Management, Llc03-31-2021Aggres Alloc Etf37,627Decreased-3.460.862,518,000.000.6866.92Form 13
Wny Asset Management, Llc03-31-2021Aggres Alloc Etf2,904Decreased-21.360.08200,000.00-17.7068.87Form 13
Garrett Investment Advisors Llc03-31-2021Aggres Alloc Etf3,541Increased0.370.09237,000.004.8766.93Form 13
Fort Henry Capital, Llc03-31-2021Aggres Alloc Etf57,401Decreased-3.183.643,842,000.000.9766.93Form 13