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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
$37.9M -$14.1M -271,017 -28%
AssetMark Inc
2
AssetMark Inc
California
$13.8M +$13.3M +257,132 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.7M +$347K +6,685 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.1M +$977K +18,845 +11%
LIA
5
LBMC Investment Advisors
Tennessee
$8.03M +$447K +8,629 +6%
TC
6
Trilogy Capital
California
$7.36M +$1.67M +32,273 +31%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$6.71M +$4.2M +81,069 +183%
Wells Fargo
8
Wells Fargo
California
$5.23M -$151M -2,914,684 -97%
AIP
9
Ahrens Investment Partners
Louisiana
$4.71M -$1.8M -34,758 -28%
LPL Financial
10
LPL Financial
California
$4.7M -$159K -3,070 -3%
PAMG
11
Patton Albertson Miller Group
Tennessee
$4.13M +$51.3K +989 +1%
MSA
12
Marino Stram & Associates
Massachusetts
$3.15M -$61.1K -1,179 -2%
Morgan Stanley
13
Morgan Stanley
New York
$3.14M -$909K -17,538 -23%
MFS
14
Madrona Financial Services
Washington
$2.94M -$83.4K -1,608 -3%
Stifel Financial
15
Stifel Financial
Missouri
$2.89M +$833K +16,060 +42%
Jane Street
16
Jane Street
New York
$2.71M +$2.63M +50,652 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$2.69M +$6.07K +117 +0.2%
NWM
18
Northwest Wealth Management
Iowa
$2.59M +$399K +7,690 +19%
PWAG
19
Polaris Wealth Advisory Group
California
$2.5M +$99.2K +1,913 +4%
Ameriprise
20
Ameriprise
Minnesota
$2.45M +$651K +12,550 +38%
AAS
21
Annex Advisory Services
Wisconsin
$2.42M +$172K +3,316 +8%
ACS
22
Archford Capital Strategies
Illinois
$2.35M +$629K +12,136 +38%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.34M +$185K +3,575 +9%
WA
24
Waverly Advisors
Alabama
$2.31M +$279K +5,381 +14%
RA
25
RFG Advisory
Alabama
$2.17M -$4.84M -93,381 -70%