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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$146M +$150M +2,936,233 +3,857%
Bank of America
2
Bank of America
North Carolina
$47.6M +$25.5M +499,040 +104%
RJA
3
Raymond James & Associates
Florida
$26.3M +$27.1M +530,877 +4,870%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.3M +$1.06M +20,746 +11%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.29M +$74.7K +1,461 +0.9%
LIA
6
LBMC Investment Advisors
Tennessee
$6.86M +$346K +6,773 +5%
RIA
7
Regal Investment Advisors
Michigan
$6.77M +$286K +5,603 +4%
RA
8
RFG Advisory
Alabama
$6.5M +$6.58M +128,686 +2,477%
AIP
9
Ahrens Investment Partners
Louisiana
$5.96M -$2.66M -52,118 -30%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$5.52M +$5.81M +113,632 New
TC
11
Trilogy Capital
California
$5.11M +$2.71M +53,026 +101%
LPL Financial
12
LPL Financial
California
$4.41M -$2.05M -40,008 -31%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.93M +$131K +2,567 +3%
Morgan Stanley
14
Morgan Stanley
New York
$3.7M +$1.1M +21,552 +39%
MSA
15
Marino Stram & Associates
Massachusetts
$2.9M +$107K +2,101 +4%
MFS
16
Madrona Financial Services
Washington
$2.74M -$56.2K -1,100 -2%
UBS Group
17
UBS Group
Switzerland
$2.54M +$1.59M +31,001 +145%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$2.43M +$2.56M +50,060 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.2M -$19.8K -388 -0.9%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$2.17M +$2.27M +44,372 New
PWAG
21
Polaris Wealth Advisory Group
California
$2.15M -$29.1K -570 -1%
AAS
22
Annex Advisory Services
Wisconsin
$2.03M +$137K +2,676 +7%
NWM
23
Northwest Wealth Management
Iowa
$1.97M +$160K +3,133 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.95M +$1.73M +33,769 +523%
Stifel Financial
25
Stifel Financial
Missouri
$1.84M -$759K -14,851 -28%