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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
$189M +$166M +2,802,654 +780%
Stifel Financial
2
Stifel Financial
Missouri
$57.1M +$53.6M +905,772 +1,787%
RJA
3
Raymond James & Associates
Florida
$49M +$41.1M +694,605 +554%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$24M +$314K +5,309 +1%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M +$15.6M +263,957 +307%
AssetMark Inc
6
AssetMark Inc
California
$19M -$349K -5,904 -2%
AT
7
Arden Trust
Delaware
$15.9M +$15.8M +266,687 New
Franklin Resources
8
Franklin Resources
California
$15.9M +$15.8M +266,687 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.2M -$3.48M -58,756 -19%
Bank of America
10
Bank of America
North Carolina
$9.17M +$1.44M +24,395 +19%
LIA
11
LBMC Investment Advisors
Tennessee
$8.95M +$27K +456 +0.3%
LPL Financial
12
LPL Financial
California
$7.53M +$335K +5,661 +5%
PAMG
13
Patton Albertson Miller Group
Tennessee
$6.65M +$181K +3,052 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.09M +$4.7M +79,473 +354%
NWM
15
Northwest Wealth Management
Iowa
$5.07M -$11.6K -196 -0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.86M -$1.74M -29,370 -27%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$4.41M +$2.71M +45,800 +164%
WA
18
Waverly Advisors
Alabama
$3.95M -$42.9K -725 -1%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$3.86M +$411K +6,948 +12%
UW
20
Unique Wealth
Florida
$3.79M +$3.75M +63,361 New
Jane Street
21
Jane Street
New York
$3.7M +$1.34M +22,687 +58%
FAAM
22
First Ascent Asset Management
Colorado
$3.67M +$446K +7,528 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.39M +$2.32M +39,129 +222%
ACP
24
Aveo Capital Partners
Colorado
$3.13M -$102K -1,721 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.99M -$378K -6,381 -11%