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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
$23.2M +$2.46M +48,191 +12%
Wells Fargo
2
Wells Fargo
California
$11.3M -$1.69M -33,220 -13%
AIP
3
Ahrens Investment Partners
Louisiana
$10.1M +$3.39M +66,436 +51%
RIA
4
Regal Investment Advisors
Michigan
$5.67M +$3.82M +74,779 +216%
LIA
5
LBMC Investment Advisors
Tennessee
$5.57M -$157K -3,076 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.85M +$314K +6,154 +7%
LPL Financial
7
LPL Financial
California
$4.8M -$85.4K -1,674 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.61M -$106K -2,084 -2%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.88M +$23.1K +453 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$3.72M +$959K +18,787 +35%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.47M +$1.84M +36,131 +311%
MFS
12
Madrona Financial Services
Washington
$2.3M +$99.9K +1,957 +5%
ACS
13
Archford Capital Strategies
Illinois
$2.26M +$156K +3,057 +8%
PWAG
14
Polaris Wealth Advisory Group
California
$2.07M -$90.8K -1,780 -4%
AAS
15
Annex Advisory Services
Wisconsin
$1.85M +$30.3K +594 +2%
SWP
16
Stratos Wealth Partners
Ohio
$1.71M +$67.6K +1,325 +4%
CAN
17
Cetera Advisor Networks
California
$1.58M +$16.3K +320 +1%
PWM
18
Patriot Wealth Management
Texas
$1.5M +$43.7K +857 +3%
Jane Street
19
Jane Street
New York
$1.46M +$1.43M +28,123 New
AF
20
Allworth Financial
California
$1.37M -$293K -5,738 -18%
WA
21
Waverly Advisors
Alabama
$1.34M +$147K +2,882 +13%
NWM
22
Northwest Wealth Management
Iowa
$1.26M +$173K +3,384 +16%
CCM
23
Canal Capital Management
Virginia
$1.24M +$27.8K +544 +2%
LPT
24
Legacy Private Trust
Wisconsin
$1.17M +$94.4K +1,851 +9%
UBS Group
25
UBS Group
Switzerland
$1.15M +$424K +8,312 +60%