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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
$26.3M -$1.83M -33,802 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.4M +$4.67M +86,265 +82%
CWM
3
Cornerstone Wealth Management
Missouri
$9.89M -$25.9M -478,328 -47%
AIP
4
Ahrens Investment Partners
Louisiana
$9.55M -$548K -10,119 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.24M +$679K +12,541 +8%
LIA
6
LBMC Investment Advisors
Tennessee
$7.35M +$340K +6,276 +5%
RIA
7
Regal Investment Advisors
Michigan
$7.31M +$7.24M +133,751 New
LPL Financial
8
LPL Financial
California
$7.15M +$466K +8,616 +7%
Jane Street
9
Jane Street
New York
$5.95M -$392K -7,237 -6%
Wells Fargo
10
Wells Fargo
California
$4.16M +$1.46K +27 +0%
PAMG
11
Patton Albertson Miller Group
Tennessee
$3.69M -$47.4K -875 -1%
MSA
12
Marino Stram & Associates
Massachusetts
$3.17M +$84.2K +1,555 +3%
MFS
13
Madrona Financial Services
Washington
$3.15M +$136K +2,509 +5%
Morgan Stanley
14
Morgan Stanley
New York
$2.99M -$609K -11,253 -17%
Stifel Financial
15
Stifel Financial
Missouri
$2.89M +$75.1K +1,387 +3%
TC
16
Trilogy Capital
California
$2.86M +$1.02M +18,925 +57%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.49M -$436K -8,057 -15%
PWAG
18
Polaris Wealth Advisory Group
California
$2.45M -$154K -2,836 -6%
AAS
19
Annex Advisory Services
Wisconsin
$2.14M -$264K -4,874 -11%
ACS
20
Archford Capital Strategies
Illinois
$2.05M -$227K -4,187 -10%
NWM
21
Northwest Wealth Management
Iowa
$2.05M +$126K +2,327 +7%
SWP
22
Stratos Wealth Partners
Ohio
$2.02M -$190K -3,503 -9%
WA
23
Waverly Advisors
Alabama
$1.77M +$48.4K +894 +3%
PWM
24
Patriot Wealth Management
Texas
$1.68M +$21.1K +389 +1%
JWM
25
Jackson Wealth Management
Florida
$1.66M +$32K +592 +2%