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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
$27.5M +$1.48M +27,541 +6%
CWM
2
Cornerstone Wealth Management
Missouri
$19M +$53.7M +997,051 +7,939%
AIP
3
Ahrens Investment Partners
Louisiana
$9.88M +$108K +2,012 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.37M +$170K +3,161 +2%
LIA
5
LBMC Investment Advisors
Tennessee
$6.85M +$402K +7,476 +6%
LPL Financial
6
LPL Financial
California
$6.53M +$886K +16,451 +16%
Jane Street
7
Jane Street
New York
$6.2M -$1.19M -22,136 -16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.61M +$174K +3,232 +3%
Wells Fargo
9
Wells Fargo
California
$4.06M -$224K -4,168 -5%
PAMG
10
Patton Albertson Miller Group
Tennessee
$3.97M +$145K +2,701 +4%
Morgan Stanley
11
Morgan Stanley
New York
$3.52M -$187K -3,473 -5%
MSA
12
Marino Stram & Associates
Massachusetts
$3.02M +$276K +5,120 +10%
MFS
13
Madrona Financial Services
Washington
$2.94M -$76.1K -1,413 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.87M
Stifel Financial
15
Stifel Financial
Missouri
$2.75M +$336K +6,244 +14%
BCM
16
Brookstone Capital Management
Illinois
$2.72M +$1.67M +30,957 +155%
PWAG
17
Polaris Wealth Advisory Group
California
$2.55M -$9.69K -180 -0.4%
VF
18
Virtu Financial
New York
$2.45M +$231K +4,289 +10%
AAS
19
Annex Advisory Services
Wisconsin
$2.35M +$152K +2,832 +7%
ACS
20
Archford Capital Strategies
Illinois
$2.23M -$390K -7,252 -15%
UBS Group
21
UBS Group
Switzerland
$2.21M -$345K -6,409 -13%
SWP
22
Stratos Wealth Partners
Ohio
$2.16M +$29.9K +556 +1%
NWM
23
Northwest Wealth Management
Iowa
$1.88M +$211K +3,928 +13%
TC
24
Trilogy Capital
California
$1.78M +$215K +3,993 +14%
CAN
25
Cetera Advisor Networks
California
$1.72M +$754 +14 +0%