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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
$25.9M +$487K +8,927 +2%
Wells Fargo
2
Wells Fargo
California
$16.8M +$5.12M +93,787 +43%
AIP
3
Ahrens Investment Partners
Louisiana
$10.5M -$220K -4,027 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.19M +$663K +12,145 +10%
LIA
5
LBMC Investment Advisors
Tennessee
$6.11M +$216K +3,960 +4%
LPL Financial
6
LPL Financial
California
$5.41M +$597K +10,930 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.08M +$51.3K +940 +1%
Morgan Stanley
8
Morgan Stanley
New York
$4.08M -$57.7K -1,057 -1%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.78M +$13.1K +240 +0.3%
CL
10
Cabana LLC
Arkansas
$2.99M +$3.03M +55,525 New
MFS
11
Madrona Financial Services
Washington
$2.83M +$165K +3,026 +6%
MSA
12
Marino Stram & Associates
Massachusetts
$2.67M +$2.71M +49,606 New
PWAG
13
Polaris Wealth Advisory Group
California
$2.61M +$31K +568 +1%
UBS Group
14
UBS Group
Switzerland
$2.59M +$810K +14,828 +45%
ACS
15
Archford Capital Strategies
Illinois
$2.48M +$97.3K +1,781 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.32M -$250K -4,577 -10%
Ameriprise
17
Ameriprise
Minnesota
$2.21M +$1.21M +22,129 +120%
SWP
18
Stratos Wealth Partners
Ohio
$2.07M +$279K +5,115 +15%
AAS
19
Annex Advisory Services
Wisconsin
$2.07M -$4.48K -82 -0.2%
CAN
20
Cetera Advisor Networks
California
$1.74M -$25.4K -466 -1%
PWM
21
Patriot Wealth Management
Texas
$1.66M +$43.2K +791 +3%
LPT
22
Legacy Private Trust
Wisconsin
$1.54M +$299K +5,467 +24%
TC
23
Trilogy Capital
California
$1.52M +$1.54M +28,140 New
CCM
24
Canal Capital Management
Virginia
$1.42M +$114K +2,084 +9%
WA
25
Waverly Advisors
Alabama
$1.41M +$80.2K +1,469 +6%