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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
$36.6M +$820K +14,549 +2%
AssetMark Inc
2
AssetMark Inc
California
$19.3M +$899K +15,949 +5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.4M +$889K +15,774 +7%
TC
4
Trilogy Capital
California
$12.2M +$988K +17,539 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M -$832K -14,760 -7%
LIA
6
LBMC Investment Advisors
Tennessee
$9.02M +$230K +4,089 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$7.43M -$276K -4,891 -4%
LPL Financial
8
LPL Financial
California
$5.66M +$198K +3,516 +4%
Wells Fargo
9
Wells Fargo
California
$5.57M +$3.05M +54,166 +129%
PAMG
10
Patton Albertson Miller Group
Tennessee
$4.88M +$167K +2,962 +4%
AIP
11
Ahrens Investment Partners
Louisiana
$4.17M -$291K -5,171 -7%
NWM
12
Northwest Wealth Management
Iowa
$3.87M +$747K +13,258 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.76M +$1.56M +27,632 +74%
Morgan Stanley
14
Morgan Stanley
New York
$3.76M +$403K +7,144 +12%
WA
15
Waverly Advisors
Alabama
$3.3M +$206K +3,659 +7%
MSA
16
Marino Stram & Associates
Massachusetts
$3.15M -$90.6K -1,607 -3%
WP
17
WealthPLAN Partners
Nebraska
$3.14M +$8.9K +158 +0.3%
AAS
18
Annex Advisory Services
Wisconsin
$3.05M +$118K +2,100 +4%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.87M +$64.9K +1,151 +2%
AWM
20
AE Wealth Management
Kansas
$2.84M +$1.72M +30,576 +166%
PWAG
21
Polaris Wealth Advisory Group
California
$2.82M -$55.3K -981 -2%
ACS
22
Archford Capital Strategies
Illinois
$2.36M -$35.1K -622 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.35M -$1.42M -25,199 -37%
WWM
24
Western Wealth Management
Colorado
$2.33M +$51.3K +911 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$2.18M +$1.34M +23,736 +171%