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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
$49.3M +$261K +2,864 +0.5%
LPL Financial
2
LPL Financial
California
$27.6M +$4.11M +45,073 +17%
AssetMark Inc
3
AssetMark Inc
California
$21.7M +$459K +5,036 +2%
EIG
4
Ellenbecker Investment Group
Wisconsin
$19.1M +$3.5M +38,419 +22%
JSA
5
Jim Saulnier & Associates
Colorado
$18.5M +$1.58M +17,297 +9%
Wells Fargo
6
Wells Fargo
California
$17.2M -$4.71M -51,724 -21%
FIA
7
Foundations Investment Advisors
Arizona
$15.6M -$342K -3,757 -2%
Morgan Stanley
8
Morgan Stanley
New York
$15.2M +$2.85M +31,263 +22%
MFIM
9
Mesirow Financial Investment Management
Illinois
$13.5M -$238K -2,612 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.3M -$144K -1,581 -1%
WA
11
Waverly Advisors
Alabama
$12.3M +$415K +4,559 +3%
LIA
12
LBMC Investment Advisors
Tennessee
$11.2M +$145K +1,597 +1%
PAMG
13
Patton Albertson Miller Group
Tennessee
$9.92M +$436K +4,791 +4%
Bank of America
14
Bank of America
North Carolina
$9.48M -$1.68M -18,489 -15%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$9.39M +$898K +9,861 +10%
HNH
16
Hopwood Nicholas Hunter
$9.02M -$18.6K -204 -0.2%
KPWS
17
Kestra Private Wealth Services
Texas
$8.52M +$369K +4,052 +4%
WWM
18
Western Wealth Management
Colorado
$7.52M +$657K +7,211 +9%
PCG
19
Prosperity Consulting Group
Maryland
$7.31M +$649K +7,120 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.62M +$229K +2,516 +3%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$6.58M -$62.9K -691 -0.9%
Raymond James Financial
22
Raymond James Financial
Florida
$6.35M -$6.29M -69,044 -49%
CWA
23
Consilium Wealth Advisory
Texas
$6.22M +$251K +2,760 +4%
HI
24
Harbour Investments
Wisconsin
$6.16M +$1.12M +12,327 +22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.08M +$3.63M +39,819 +138%