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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
$21M +$20.5M +446,575 +6,692%
Bank of America
2
Bank of America
North Carolina
$15.2M +$12.2M +265,308 +426%
MAA
3
Managed Account Advisors
New Jersey
$11.6M +$11.5M +250,943 New
LIA
4
LBMC Investment Advisors
Tennessee
$3.36M +$63.9K +1,392 +2%
Ameriprise
5
Ameriprise
Minnesota
$2.99M +$1.36M +29,582 +85%
LPL Financial
6
LPL Financial
California
$2.58M +$679K +14,778 +36%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.27M +$2M +43,579 +776%
HC
8
HHG & Company
Connecticut
$1.9M +$1.89M +41,102 New
VFS
9
VSR Financial Services
Kansas
$1.28M +$357K +7,771 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.19M +$166K +3,621 +16%
PWM
11
Patriot Wealth Management
Texas
$1.18M +$4.96K +108 +0.4%
AAS
12
Annex Advisory Services
Wisconsin
$1.05M +$105K +2,287 +11%
ACS
13
Archford Capital Strategies
Illinois
$1.03M +$181K +3,944 +21%
EA
14
Efficient Advisors
Ohio
$962K -$322 -7 -0%
SCM
15
Stonehearth Capital Management
Massachusetts
$906K +$899K +19,569 New
M&T Bank
16
M&T Bank
New York
$891K +$884K +19,255 New
AF
17
Allworth Financial
California
$780K +$176K +3,834 +29%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$779K -$148K -3,217 -16%
CAN
19
Cetera Advisor Networks
California
$749K -$126K -2,742 -14%
CMP
20
Courage Miller Partners
Virginia
$736K +$8.77K +191 +1%
Morgan Stanley
21
Morgan Stanley
New York
$702K +$275K +5,993 +65%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$604K +$13.6K +297 +2%
NC
23
NewSquare Capital
Pennsylvania
$440K -$70.6K -1,536 -14%
MFS
24
Madrona Financial Services
Washington
$438K +$434K +9,458 New
BSWM
25
Boston Standard Wealth Management
Massachusetts
$336K +$337K +7,342 New