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iShares Core 80/20 Aggressive Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$50.3M +$45.7M +633,953 +1,103%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28.3M +$1.04M +14,403 +4%
UBS Group
3
UBS Group
Switzerland
$27.4M +$25.5M +353,728 +1,616%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$27.2M +$364K +5,057 +1%
AssetMark Inc
5
AssetMark Inc
California
$24.4M -$1.16M -16,052 -5%
TC
6
Trilogy Capital
California
$18.1M -$92.6K -1,285 -0.5%
Bank of America
7
Bank of America
North Carolina
$14.9M +$1.29M +17,834 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.3M -$1.61M -22,341 -13%
LIA
9
LBMC Investment Advisors
Tennessee
$10.8M +$7.46M +103,512 +230%
LPL Financial
10
LPL Financial
California
$9.35M +$1.21M +16,835 +15%
RA
11
RiverTree Advisors
Florida
$8.79M +$3.88M +53,778 +80%
PAMG
12
Patton Albertson Miller Group
Tennessee
$8.24M +$63.1K +875 +0.8%
PAA
13
Peregrine Asset Advisers
Oregon
$7.36M -$72.2K -1,002 -1%
CWA
14
Consilium Wealth Advisory
Texas
$6.66M +$6.59M +91,460 New
NWM
15
Northwest Wealth Management
Iowa
$6.38M +$400K +5,549 +7%
RFA
16
RTD Financial Advisors
Pennsylvania
$6.08M +$6.02M +83,455 New
Morgan Stanley
17
Morgan Stanley
New York
$6.03M +$1.51M +20,887 +34%
WA
18
Waverly Advisors
Alabama
$4.21M +$383K +5,312 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.18M -$940K -13,040 -19%
ACP
20
Aveo Capital Partners
Colorado
$4.1M +$78.2K +1,085 +2%
FHC
21
Fort Henry Capital
West Virginia
$4.03M +$41.3K +573 +1%
AIP
22
Ahrens Investment Partners
Louisiana
$3.23M -$127K -1,761 -4%
SFG
23
StrategIQ Financial Group
Indiana
$3.12M +$132K +1,834 +4%
MFS
24
Madrona Financial Services
Washington
$2.99M +$242K +3,360 +9%
RWM
25
Ritholtz Wealth Management
New York
$2.98M +$90.4K +1,254 +3%