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iShares Core 80/20 Aggressive Allocation ETF
AOA

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.31M +$2.33M +57,842 New
LIA
2
LBMC Investment Advisors
Tennessee
$1.88M +$1.9M +47,004 New
Bank of America
3
Bank of America
North Carolina
$1.16M +$1.17M +29,056 New
EA
4
Efficient Advisors
Ohio
$891K +$900K +22,300 New
PWM
5
Patriot Wealth Management
Texas
$658K +$664K +16,458 New
CMP
6
Courage Miller Partners
Virginia
$652K +$658K +16,316 New
AAS
7
Annex Advisory Services
Wisconsin
$644K +$650K +16,123 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$625K +$631K +15,631 New
GIM
9
Goelzer Investment Management
Indiana
$569K +$574K +14,230 New
VFS
10
VSR Financial Services
Kansas
$544K +$549K +13,621 New
CAN
11
Cetera Advisor Networks
California
$489K +$493K +12,232 New
DFIM
12
Detwiler Fenton Investment Management
Massachusetts
$387K +$390K +9,675 New
Jane Street
13
Jane Street
New York
$364K +$367K +9,100 New
NC
14
NewSquare Capital
Pennsylvania
$362K +$365K +9,056 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$264K +$267K +6,612 New
U
16
UBS
Switzerland
$262K +$265K +6,564 New
Morgan Stanley
17
Morgan Stanley
New York
$251K +$253K +6,266 New
WA
18
WBH Advisory
Maryland
$216K +$219K +5,428 New
SFS
19
Signator Financial Services
Massachusetts
$192K +$194K +4,815 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$44K +$44.4K +1,100 New
AA
21
AlphaMark Advisors
Kentucky
$32K +$32.3K +800 New
Wells Fargo
22
Wells Fargo
California
$32K +$32.3K +801 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$25K +$25.4K +630 New
RIA
24
Regal Investment Advisors
Michigan
$24K +$24.2K +600 New
PAS
25
Partnervest Advisory Services
California
$14K +$13.6K +338 New
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