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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
$33.9M +$537K +9,853 +2%
AssetMark Inc
2
AssetMark Inc
California
$17.4M +$2.48M +45,526 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$12.7M +$2.5M +45,826 +25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.6M -$338K -6,200 -3%
TC
5
Trilogy Capital
California
$10.5M +$2.3M +42,302 +28%
LIA
6
LBMC Investment Advisors
Tennessee
$8.31M +$30.8K +566 +0.4%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$7.24M +$278K +5,102 +4%
LPL Financial
8
LPL Financial
California
$5.17M -$31.7K -581 -0.6%
PAMG
9
Patton Albertson Miller Group
Tennessee
$4.46M +$6.32K +116 +0.1%
AIP
10
Ahrens Investment Partners
Louisiana
$4.23M -$271K -4,970 -6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.7M +$999K +18,332 +37%
Morgan Stanley
12
Morgan Stanley
New York
$3.17M +$52.6K +965 +2%
MSA
13
Marino Stram & Associates
Massachusetts
$3.07M +$14.4K +265 +0.5%
WP
14
WealthPLAN Partners
Nebraska
$2.97M +$686K +12,585 +31%
NWM
15
Northwest Wealth Management
Iowa
$2.93M +$134K +2,457 +5%
Ameriprise
16
Ameriprise
Minnesota
$2.9M +$741K +13,599 +35%
WA
17
Waverly Advisors
Alabama
$2.88M +$242K +4,446 +9%
AAS
18
Annex Advisory Services
Wisconsin
$2.77M +$189K +3,475 +7%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.65M -$60.5K -1,111 -2%
PWAG
20
Polaris Wealth Advisory Group
California
$2.61M +$77.7K +1,426 +3%
Jane Street
21
Jane Street
New York
$2.5M +$2.26M +41,462 +1,017%
Wells Fargo
22
Wells Fargo
California
$2.3M -$744K -13,665 -25%
ACS
23
Archford Capital Strategies
Illinois
$2.27M -$107K -1,969 -5%
WWM
24
Western Wealth Management
Colorado
$2.16M +$52.7K +967 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.05M +$180K +3,304 +10%