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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$24.8M +$24.4M +369,854 New
AssetMark Inc
2
AssetMark Inc
California
$23.2M -$117K -1,769 -0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.7M +$554K +8,395 +3%
TC
4
Trilogy Capital
California
$18.2M -$1.39M -21,086 -7%
Bank of America
5
Bank of America
North Carolina
$12.6M -$28.5M -431,871 -70%
LIA
6
LBMC Investment Advisors
Tennessee
$10.8M +$59.1K +895 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.32M -$795K -12,034 -8%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.43M +$438K +6,639 +6%
PAA
9
Peregrine Asset Advisers
Oregon
$6.75M -$36.5K -552 -0.5%
LPL Financial
10
LPL Financial
California
$6.54M -$734K -11,116 -10%
NWM
11
Northwest Wealth Management
Iowa
$5.4M +$341K +5,165 +7%
Morgan Stanley
12
Morgan Stanley
New York
$4.73M -$338K -5,113 -7%
RA
13
RiverTree Advisors
Florida
$4.6M +$4.54M +68,705 New
WA
14
Waverly Advisors
Alabama
$4.06M +$159K +2,402 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.06M +$1.15M +17,448 +40%
FHC
16
Fort Henry Capital
West Virginia
$3.84M -$125K -1,887 -3%
ACP
17
Aveo Capital Partners
Colorado
$3.44M +$3.39M +51,342 New
AIP
18
Ahrens Investment Partners
Louisiana
$3.13M +$11.6K +175 +0.4%
Wells Fargo
19
Wells Fargo
California
$2.75M -$2.49M -37,637 -48%
MSA
20
Marino Stram & Associates
Massachusetts
$2.67M +$23.6K +357 +0.9%
KAS
21
Kestra Advisory Services
Texas
$2.65M -$944K -14,292 -26%
CCM
22
Canal Capital Management
Virginia
$2.52M -$89K -1,347 -3%
SW
23
SteelPeak Wealth
California
$2.5M -$125K -1,891 -5%
ACS
24
Archford Capital Strategies
Illinois
$2.49M -$123K -1,868 -5%
SFG
25
StrategIQ Financial Group
Indiana
$2.47M +$175K +2,657 +8%