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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
$19.9M -$26.2M -534,858 -57%
Wells Fargo
2
Wells Fargo
California
$12.5M -$39.1M -798,074 -76%
AIP
3
Ahrens Investment Partners
Louisiana
$6.46M +$731K +14,933 +13%
LIA
4
LBMC Investment Advisors
Tennessee
$5.53M +$273K +5,587 +5%
LPL Financial
5
LPL Financial
California
$4.71M +$766K +15,652 +20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.55M -$208K -4,256 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.37M +$1.02M +20,883 +31%
PAMG
8
Patton Albertson Miller Group
Tennessee
$3.73M +$245K +5,013 +7%
Morgan Stanley
9
Morgan Stanley
New York
$2.64M +$344K +7,025 +15%
MFS
10
Madrona Financial Services
Washington
$2.12M +$611K +12,481 +42%
PWAG
11
Polaris Wealth Advisory Group
California
$2.08M +$102K +2,078 +5%
ACS
12
Archford Capital Strategies
Illinois
$2.02M +$193K +3,939 +11%
AAS
13
Annex Advisory Services
Wisconsin
$1.75M +$109K +2,234 +7%
RIA
14
Regal Investment Advisors
Michigan
$1.73M +$74.7K +1,527 +5%
AF
15
Allworth Financial
California
$1.6M -$18M -367,736 -92%
SWP
16
Stratos Wealth Partners
Ohio
$1.58M +$297K +6,070 +24%
CAN
17
Cetera Advisor Networks
California
$1.51M -$59.5K -1,215 -4%
PWM
18
Patriot Wealth Management
Texas
$1.4M -$64.7K -1,322 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.32M -$367K -7,508 -22%
CCM
20
Canal Capital Management
Virginia
$1.16M +$51.9K +1,061 +5%
WA
21
Waverly Advisors
Alabama
$1.15M +$254K +5,189 +29%
NWM
22
Northwest Wealth Management
Iowa
$1.05M +$378K +7,719 +58%
EA
23
Efficient Advisors
Ohio
$1.04M -$46K -940 -4%
LPT
24
Legacy Private Trust
Wisconsin
$1.04M -$83K -1,697 -8%
AWM
25
Avior Wealth Management
Nebraska
$1.01M +$45.7K +934 +5%