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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6M +$5.81M +134,069 +26,814%
Bank of America
2
Bank of America
North Carolina
$2.99M +$412K +9,495 +16%
LPL Financial
3
LPL Financial
California
$2.88M +$119K +2,753 +4%
LIA
4
LBMC Investment Advisors
Tennessee
$2.4M +$178K +4,113 +8%
MAA
5
Managed Account Advisors
New Jersey
$2.08M +$2.03M +46,744 New
VKH
6
Virtu KCG Holdings
New York
$1.31M -$246K -5,668 -16%
EA
7
Efficient Advisors
Ohio
$1.08M +$34K +785 +3%
U
8
UBS
Switzerland
$1.07M -$208K -4,800 -17%
PWM
9
Patriot Wealth Management
Texas
$888K +$137K +3,155 +19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$763K +$34.6K +798 +5%
CAN
11
Cetera Advisor Networks
California
$759K +$7.28K +168 +1%
AAS
12
Annex Advisory Services
Wisconsin
$674K +$34.6K +797 +6%
CMP
13
Courage Miller Partners
Virginia
$666K -$32.2K -742 -5%
VFS
14
VSR Financial Services
Kansas
$549K +$85.6K +1,975 +19%
DFIM
15
Detwiler Fenton Investment Management
Massachusetts
$459K +$9.19K +212 +2%
Morgan Stanley
16
Morgan Stanley
New York
$328K +$14.4K +333 +5%
GIM
17
Goelzer Investment Management
Indiana
$317K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$269K +$260 +6 +0.1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$264K +$230K +5,310 +885%
NC
20
NewSquare Capital
Pennsylvania
$261K -$42.5K -980 -14%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$255K +$4.16K +96 +2%
WA
22
WBH Advisory
Maryland
$228K +$217 +5 +0.1%
AIG
23
American International Group
New York
$223K +$217K +5,000 New
OC
24
Oakworth Capital
Alabama
$210K +$204K +4,704 New
Jane Street
25
Jane Street
New York
$209K -$8.59K -198 -4%