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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
$25.3M +$1.25M +23,795 +5%
Wells Fargo
2
Wells Fargo
California
$11.7M +$4.83K +92 +0%
AIP
3
Ahrens Investment Partners
Louisiana
$10.7M +$173K +3,286 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.5M +$1.46M +27,726 +30%
RIA
5
Regal Investment Advisors
Michigan
$6.08M +$218K +4,143 +4%
LIA
6
LBMC Investment Advisors
Tennessee
$5.87M +$100K +1,912 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5M +$226K +4,307 +5%
LPL Financial
8
LPL Financial
California
$4.8M -$166K -3,170 -3%
Morgan Stanley
9
Morgan Stanley
New York
$4.12M +$266K +5,067 +7%
PAMG
10
Patton Albertson Miller Group
Tennessee
$3.76M -$200K -3,809 -5%
MFS
11
Madrona Financial Services
Washington
$2.65M +$260K +4,947 +11%
PWAG
12
Polaris Wealth Advisory Group
California
$2.57M +$420K +8,004 +20%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.55M -$3.83K -73 -0.2%
ACS
14
Archford Capital Strategies
Illinois
$2.37M +$29.7K +566 +1%
AAS
15
Annex Advisory Services
Wisconsin
$2.06M +$142K +2,697 +8%
SWP
16
Stratos Wealth Partners
Ohio
$1.78M +$20K +380 +1%
UBS Group
17
UBS Group
Switzerland
$1.78M +$587K +11,180 +51%
CAN
18
Cetera Advisor Networks
California
$1.76M +$116K +2,214 +7%
VF
19
Virtu Financial
New York
$1.73M +$1.7M +32,325 New
PWM
20
Patriot Wealth Management
Texas
$1.61M +$55.8K +1,063 +4%
WA
21
Waverly Advisors
Alabama
$1.33M -$59.9K -1,141 -4%
NWM
22
Northwest Wealth Management
Iowa
$1.3M -$2.63K -50 -0.2%
CCM
23
Canal Capital Management
Virginia
$1.3M +$22.1K +420 +2%
AF
24
Allworth Financial
California
$1.29M -$116K -2,218 -8%
LPT
25
Legacy Private Trust
Wisconsin
$1.23M +$21.6K +411 +2%