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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
$26.1M +$389K +5,463 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.8M +$1.1M +15,481 +4%
AssetMark Inc
3
AssetMark Inc
California
$24.6M +$513K +7,200 +2%
TC
4
Trilogy Capital
California
$17.4M +$106K +1,492 +0.6%
Bank of America
5
Bank of America
North Carolina
$13.1M +$252K +3,542 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.4M +$2.24M +31,404 +21%
PAMG
7
Patton Albertson Miller Group
Tennessee
$7.84M +$25.9K +364 +0.3%
LPL Financial
8
LPL Financial
California
$7.79M +$973K +13,661 +14%
PAA
9
Peregrine Asset Advisers
Oregon
$7.12M +$1.57K +22 +0%
NWM
10
Northwest Wealth Management
Iowa
$5.73M +$153K +2,146 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.92M +$140K +1,960 +3%
RA
12
RiverTree Advisors
Florida
$4.67M -$48.8K -685 -1%
Morgan Stanley
13
Morgan Stanley
New York
$4.32M +$217K +3,046 +5%
WA
14
Waverly Advisors
Alabama
$4.06M -$265K -3,727 -6%
Wells Fargo
15
Wells Fargo
California
$4.01M -$456K -6,406 -10%
ACP
16
Aveo Capital Partners
Colorado
$3.85M -$9.9K -139 -0.3%
FHC
17
Fort Henry Capital
West Virginia
$3.82M -$263K -3,696 -6%
AIP
18
Ahrens Investment Partners
Louisiana
$3.22M +$499 +7 +0%
FAAM
19
First Ascent Asset Management
Colorado
$3.08M +$815K +11,444 +35%
SFG
20
StrategIQ Financial Group
Indiana
$2.86M +$61.7K +867 +2%
RWM
21
Ritholtz Wealth Management
New York
$2.77M +$89K +1,250 +3%
MSA
22
Marino Stram & Associates
Massachusetts
$2.73M +$2.79M +39,180 New
CCM
23
Canal Capital Management
Virginia
$2.67M -$33.3K -468 -1%
MFS
24
Madrona Financial Services
Washington
$2.63M +$84.6K +1,188 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$2.6M +$2M +28,151 +308%