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iShares Core 80/20 Aggressive Allocation ETF

名稱 持股 交易金額 股數
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持股
變動
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
US$5971萬 +US$525萬 +55,052 +10%
LPL Financial
2
LPL Financial
California
US$2412萬 -US$614萬 -64,400 -21%
AssetMark Inc
3
AssetMark Inc
California
US$2396萬 +US$5.97萬 +626 +0.3%
JSA
4
Jim Saulnier & Associates
Colorado
US$2384萬 +US$334萬 +35,036 +17%
Ellenbecker Investment Group
5
Ellenbecker Investment Group
Wisconsin
US$2181萬 +US$68.6萬 +7,195 +3%
Foundations Investment Advisors
6
Foundations Investment Advisors
Arizona
US$1973萬 +US$248萬 +26,004 +15%
Wells Fargo
7
Wells Fargo
California
US$1802萬 -US$95.7萬 -10,035 -5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
US$1505萬 +US$38.5萬 +4,033 +3%
Morgan Stanley
9
Morgan Stanley
New York
US$1454萬 -US$212萬 -22,270 -13%
Waverly Advisors
10
Waverly Advisors
Alabama
US$1420萬 +US$61.5萬 +6,446 +5%
Mesirow Financial Investment Management
11
Mesirow Financial Investment Management
Illinois
US$1386萬 -US$98.4萬 -10,320 -7%
LBMC Investment Advisors
12
LBMC Investment Advisors
Tennessee
US$1223萬 -US$10.4萬 -1,091 -0.9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
US$1087萬 +US$49.4萬 +5,180 +5%
Kestra Private Wealth Services
14
Kestra Private Wealth Services
Texas
US$1062萬 +US$119萬 +12,465 +13%
Patton Albertson Miller Group
15
Patton Albertson Miller Group
Tennessee
US$1053萬 -US$40.6萬 -4,254 -4%
HNH
16
Hopwood Nicholas Hunter
US$1009萬 +US$13.4萬 +1,404 +1%
Bank of America
17
Bank of America
North Carolina
US$1002萬 -US$42.7萬 -4,475 -4%
Western Wealth Management
18
Western Wealth Management
Colorado
US$884萬 +US$53.3萬 +5,589 +7%
Prosperity Consulting Group
19
Prosperity Consulting Group
Maryland
US$836萬 +US$29.1萬 +3,055 +4%
CX Institutional
20
CX Institutional
Indiana
US$807萬 +US$527萬 +55,223 +201%
CWA
21
Consilium Wealth Advisory
Texas
US$798萬 +US$109萬 +11,421 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
US$772萬 +US$40.9萬 +4,283 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
US$729萬 +US$183萬 +19,218 +35%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
US$712萬 -US$13.2萬 -1,387 -2%
Harbour Investments
25
Harbour Investments
Wisconsin
US$688萬 +US$8.42萬 +883 +1%