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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
$28M -$2.19M -39,966 -6%
AssetMark Inc
2
AssetMark Inc
California
$16M +$193K +3,531 +1%
Wells Fargo
3
Wells Fargo
California
$15.7M +$12.9M +235,585 +245%
RJA
4
Raymond James & Associates
Florida
$12.9M +$14.4M +263,449 +2,825%
TC
5
Trilogy Capital
California
$12.5M +$1.96M +35,707 +17%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$12.1M +$427K +7,803 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.47M -$2.11M -38,468 -20%
LIA
8
LBMC Investment Advisors
Tennessee
$7.32M -$61.4K -1,121 -0.7%
LPL Financial
9
LPL Financial
California
$4.87M +$276K +5,047 +5%
PAA
10
Peregrine Asset Advisers
Oregon
$4.12M +$4.76M +86,876 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.1M +$10.7M +196,222 New
PAMG
12
Patton Albertson Miller Group
Tennessee
$4.04M +$50.3K +918 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.75M +$776K +14,176 +22%
NWM
14
Northwest Wealth Management
Iowa
$3.21M +$48.6K +888 +1%
AIP
15
Ahrens Investment Partners
Louisiana
$2.68M -$845K -15,423 -21%
Morgan Stanley
16
Morgan Stanley
New York
$2.57M -$585K -10,678 -16%
WA
17
Waverly Advisors
Alabama
$2.35M -$353K -6,442 -12%
WC
18
Waterloo Capital
Texas
$2.32M +$2.67M +48,835 New
PWAG
19
Polaris Wealth Advisory Group
California
$2.26M -$16K -293 -0.6%
WP
20
WealthPLAN Partners
Nebraska
$2.15M -$561K -10,254 -19%
MSA
21
Marino Stram & Associates
Massachusetts
$2.09M -$562K -10,259 -19%
ACP
22
Aveo Capital Partners
Colorado
$1.91M +$300K +5,476 +16%
ACS
23
Archford Capital Strategies
Illinois
$1.88M -$59.1K -1,079 -3%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$1.77M -$667K -12,190 -25%
CCM
25
Canal Capital Management
Virginia
$1.73M -$54.5K -996 -3%