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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.46M -$9.97M -212,491 -65%
LIA
2
LBMC Investment Advisors
Tennessee
$3.62M +$164K +3,500 +5%
Ameriprise
3
Ameriprise
Minnesota
$3.22M +$160K +3,403 +5%
Wells Fargo
4
Wells Fargo
California
$2.52M -$18.8M -400,229 -88%
LPL Financial
5
LPL Financial
California
$2.43M -$214K -4,553 -8%
VFS
6
VSR Financial Services
Kansas
$1.58M +$266K +5,671 +21%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.45M +$221K +4,709 +18%
PWM
8
Patriot Wealth Management
Texas
$1.34M +$127K +2,699 +11%
AF
9
Allworth Financial
California
$1.29M +$486K +10,356 +61%
ACS
10
Archford Capital Strategies
Illinois
$1.25M +$187K +3,976 +18%
AAS
11
Annex Advisory Services
Wisconsin
$1.19M +$103K +2,204 +10%
EA
12
Efficient Advisors
Ohio
$1.03M +$46.8K +996 +5%
SCM
13
Stonehearth Capital Management
Massachusetts
$922K -$6.53K -139 -0.7%
ICAS
14
Investors Capital Advisory Services
Massachusetts
$855K +$55.3K +1,179 +7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$838K -$1.48M -31,557 -64%
CAN
16
Cetera Advisor Networks
California
$798K +$28.5K +607 +4%
HC
17
HHG & Company
Connecticut
$734K -$1.2M -25,649 -62%
CMP
18
Courage Miller Partners
Virginia
$720K -$35.8K -762 -5%
VFA
19
Voya Financial Advisors
Connecticut
$582K +$571K +12,163 New
FA
20
FDx Advisors
Illinois
$578K +$573K +12,200 New
Morgan Stanley
21
Morgan Stanley
New York
$570K -$148K -3,154 -21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$561K -$58.4K -1,244 -10%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$521K +$486K +10,364 +1,727%
MFS
24
Madrona Financial Services
Washington
$425K -$23.7K -505 -5%
BSWM
25
Boston Standard Wealth Management
Massachusetts
$392K +$36.4K +776 +11%