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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$14.9M +$6.55M +143,967 +79%
Bank of America
2
Bank of America
North Carolina
$4.91M +$887K +19,497 +22%
LIA
3
LBMC Investment Advisors
Tennessee
$4.76M +$307K +6,749 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.63M +$754K +16,560 +26%
LPL Financial
5
LPL Financial
California
$3.4M -$2.97M -65,209 -46%
Jane Street
6
Jane Street
New York
$3.28M -$152K -3,343 -4%
PAMG
7
Patton Albertson Miller Group
Tennessee
$2.7M +$2.68M +58,920 New
PWAG
8
Polaris Wealth Advisory Group
California
$1.62M +$224K +4,925 +16%
MFS
9
Madrona Financial Services
Washington
$1.5M +$132K +2,892 +10%
VKH
10
Virtu KCG Holdings
New York
$1.45M +$433K +9,510 +43%
ACS
11
Archford Capital Strategies
Illinois
$1.44M +$71.9K +1,579 +5%
AAS
12
Annex Advisory Services
Wisconsin
$1.41M +$67.7K +1,488 +5%
RIA
13
Regal Investment Advisors
Michigan
$1.26M +$1.36K +30 +0.1%
PWM
14
Patriot Wealth Management
Texas
$1.19M +$36K +791 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.07M -$403K -8,865 -27%
EA
16
Efficient Advisors
Ohio
$997K -$36.8K -808 -4%
CAN
17
Cetera Advisor Networks
California
$902K +$30K +660 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$849K -$16.3K -358 -2%
CCM
19
Canal Capital Management
Virginia
$840K -$59.6K -1,310 -7%
UCFA
20
United Capital Financial Advisors
Texas
$817K -$13.7K -302 -2%
SCM
21
Stonehearth Capital Management
Massachusetts
$787K +$59.4K +1,305 +8%
CMP
22
Courage Miller Partners
Virginia
$779K +$10.2K +223 +1%
JWM
23
Jackson Wealth Management
Florida
$745K +$45.1K +991 +7%
IA
24
IFP Advisors
Florida
$745K +$627K +13,782 +561%
VFS
25
VSR Financial Services
Kansas
$663K -$259K -5,699 -28%