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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
$26M -$101K -1,446 -0.4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25M +$1M +14,397 +4%
AssetMark Inc
3
AssetMark Inc
California
$24.3M -$131K -1,884 -0.5%
TC
4
Trilogy Capital
California
$17.7M -$1.6M -22,984 -8%
Bank of America
5
Bank of America
North Carolina
$13M -$335K -4,818 -3%
LIA
6
LBMC Investment Advisors
Tennessee
$10.6M -$842K -12,104 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M +$480K +6,908 +5%
PAMG
8
Patton Albertson Miller Group
Tennessee
$7.91M +$62.4K +897 +0.8%
PAA
9
Peregrine Asset Advisers
Oregon
$7.21M +$79.9K +1,149 +1%
LPL Financial
10
LPL Financial
California
$6.92M +$20.7K +298 +0.3%
NWM
11
Northwest Wealth Management
Iowa
$5.64M -$53.4K -768 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.84M +$550K +7,903 +13%
RA
13
RiverTree Advisors
Florida
$4.78M -$72.9K -1,048 -2%
Wells Fargo
14
Wells Fargo
California
$4.51M +$1.59M +22,788 +55%
WA
15
Waverly Advisors
Alabama
$4.25M +$43.1K +620 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.16M -$820K -11,791 -17%
FHC
17
Fort Henry Capital
West Virginia
$4.13M +$74.5K +1,071 +2%
ACP
18
Aveo Capital Partners
Colorado
$3.91M +$277K +3,980 +8%
Jane Street
19
Jane Street
New York
$3.6M +$2.68M +38,486 +310%
AIP
20
Ahrens Investment Partners
Louisiana
$3.25M -$45.1K -648 -1%
KAS
21
Kestra Advisory Services
Texas
$2.89M +$86.3K +1,241 +3%
SFG
22
StrategIQ Financial Group
Indiana
$2.83M +$220K +3,160 +9%
CCM
23
Canal Capital Management
Virginia
$2.74M +$78.9K +1,134 +3%
RWM
24
Ritholtz Wealth Management
New York
$2.71M +$242K +3,479 +10%
AAS
25
Annex Advisory Services
Wisconsin
$2.59M +$131K +1,877 +5%