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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.62M +$160K +3,878 +7%
Bank of America
2
Bank of America
North Carolina
$2.42M +$1.18M +28,518 +98%
LIA
3
LBMC Investment Advisors
Tennessee
$2.09M +$115K +2,781 +6%
VKH
4
Virtu KCG Holdings
New York
$1.46M +$1.44M +34,937 New
U
5
UBS
Switzerland
$1.21M +$919K +22,260 +339%
EA
6
Efficient Advisors
Ohio
$988K +$50.6K +1,225 +5%
CAN
7
Cetera Advisor Networks
California
$708K +$191K +4,624 +38%
PWM
8
Patriot Wealth Management
Texas
$704K +$12.6K +304 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$684K +$27.7K +670 +4%
CMP
10
Courage Miller Partners
Virginia
$658K -$26.5K -642 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$632K +$623K +15,092 New
AAS
12
Annex Advisory Services
Wisconsin
$601K -$74.8K -1,811 -11%
VFS
13
VSR Financial Services
Kansas
$434K -$136K -3,283 -24%
DFIM
14
Detwiler Fenton Investment Management
Massachusetts
$423K +$16.6K +401 +4%
GIM
15
Goelzer Investment Management
Indiana
$299K -$294K -7,115 -50%
Morgan Stanley
16
Morgan Stanley
New York
$295K +$31.3K +757 +12%
NC
17
NewSquare Capital
Pennsylvania
$287K -$91.7K -2,220 -25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$253K +$249K +6,025 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$236K -$41.4K -1,002 -15%
WA
20
WBH Advisory
Maryland
$215K -$12.7K -308 -6%
Jane Street
21
Jane Street
New York
$205K -$174K -4,222 -46%
SFS
22
Signator Financial Services
Massachusetts
$202K
FWM
23
Focused Wealth Management
New York
$61K +$60K +1,453 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$42K +$15.1K +366 +58%
Creative Planning
25
Creative Planning
Kansas
$31K +$16.8K +406 +118%