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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
$33.5M -$5.52M -102,198 -14%
AssetMark Inc
2
AssetMark Inc
California
$15M +$781K +14,465 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12M -$104K -1,922 -0.9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$10.3M -$193K -3,574 -2%
LIA
5
LBMC Investment Advisors
Tennessee
$8.32M +$43K +796 +0.5%
TC
6
Trilogy Capital
California
$8.28M +$698K +12,920 +9%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$6.99M +$72.4K +1,340 +1%
LPL Financial
8
LPL Financial
California
$5.22M +$372K +6,889 +8%
AIP
9
Ahrens Investment Partners
Louisiana
$4.52M -$324K -5,999 -7%
PAMG
10
Patton Albertson Miller Group
Tennessee
$4.36M +$214K +3,956 +5%
Morgan Stanley
11
Morgan Stanley
New York
$3.13M -$104K -1,917 -3%
MSA
12
Marino Stram & Associates
Massachusetts
$3.07M -$180K -3,326 -6%
Wells Fargo
13
Wells Fargo
California
$3.06M -$2.28M -42,167 -43%
Stifel Financial
14
Stifel Financial
Missouri
$2.9M -$76.2K -1,410 -3%
NWM
15
Northwest Wealth Management
Iowa
$2.81M +$143K +2,641 +5%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$2.73M -$41.6K -771 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.71M +$666K +12,331 +34%
WA
18
Waverly Advisors
Alabama
$2.64M +$262K +4,851 +11%
PWAG
19
Polaris Wealth Advisory Group
California
$2.63M +$62.9K +1,165 +3%
AAS
20
Annex Advisory Services
Wisconsin
$2.59M +$99.9K +1,850 +4%
ACS
21
Archford Capital Strategies
Illinois
$2.39M -$34.4K -637 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.16M -$342K -6,338 -14%
WP
23
WealthPLAN Partners
Nebraska
$2.15M +$2.16M +40,058 New
WWM
24
Western Wealth Management
Colorado
$2.12M +$250K +4,633 +14%
MFS
25
Madrona Financial Services
Washington
$2M -$1.01M -18,664 -34%