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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
$17.6M +$2.1M +44,700 +14%
Bank of America
2
Bank of America
North Carolina
$6.48M +$1.38M +29,352 +27%
LIA
3
LBMC Investment Advisors
Tennessee
$5.07M +$139K +2,958 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.24M +$476K +10,125 +13%
LPL Financial
5
LPL Financial
California
$3.47M -$64.2K -1,367 -2%
PAMG
6
Patton Albertson Miller Group
Tennessee
$3.23M +$429K +9,128 +15%
Jane Street
7
Jane Street
New York
$3M -$390K -8,292 -12%
PWAG
8
Polaris Wealth Advisory Group
California
$1.78M +$111K +2,354 +7%
ACS
9
Archford Capital Strategies
Illinois
$1.67M +$179K +3,816 +12%
AAS
10
Annex Advisory Services
Wisconsin
$1.56M +$106K +2,246 +7%
RIA
11
Regal Investment Advisors
Michigan
$1.51M +$204K +4,339 +16%
Wells Fargo
12
Wells Fargo
California
$1.5M +$1.2M +25,501 +425%
MFS
13
Madrona Financial Services
Washington
$1.43M -$118K -2,517 -8%
PWM
14
Patriot Wealth Management
Texas
$1.37M +$142K +3,016 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.32M +$440K +9,365 +51%
Morgan Stanley
16
Morgan Stanley
New York
$1.16M +$505K +10,751 +79%
EA
17
Efficient Advisors
Ohio
$1.06M +$29.3K +623 +3%
LPT
18
Legacy Private Trust
Wisconsin
$1.03M +$542K +11,527 +112%
CAN
19
Cetera Advisor Networks
California
$947K +$13.9K +296 +2%
CCM
20
Canal Capital Management
Virginia
$945K +$74.1K +1,578 +9%
UCFA
21
United Capital Financial Advisors
Texas
$821K -$22K -468 -3%
CMP
22
Courage Miller Partners
Virginia
$808K +$2.63K +56 +0.3%
SWP
23
Stratos Wealth Partners
Ohio
$808K +$800K +17,023 New
AWM
24
Avior Wealth Management
Nebraska
$798K +$402K +8,560 +104%
SCM
25
Stonehearth Capital Management
Massachusetts
$745K -$68.6K -1,461 -9%