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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.1M -$375K -9,143 -1%
BlackRock
2
BlackRock
New York
$15.8M +$1.54M +37,548 +11%
SIS
3
Strategic Investment Solutions
Illinois
$14.4M -$2.02M -49,148 -12%
ECA
4
Elevation Capital Advisory
Oregon
$12.1M +$7.77M +189,425 +184%
CFP
5
Curran Financial Partners
South Carolina
$9.39M +$954K +23,256 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.62M +$309K +7,522 +4%
Morgan Stanley
7
Morgan Stanley
New York
$7.27M +$112K +2,735 +2%
CA
8
Cambridge Associates
Massachusetts
$7.08M +$7.01M +170,773 New
OCM
9
One Capital Management
California
$6.99M
Bank of America
10
Bank of America
North Carolina
$6.78M -$105K -2,562 -2%
IAG
11
Investment Advisory Group
Massachusetts
$6.57M +$457K +11,127 +8%
WCG
12
Weaver Consulting Group
California
$6.45M +$283K +6,892 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.42M +$1.68M +40,863 +45%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.75M +$446K +10,875 +10%
Wells Fargo
15
Wells Fargo
California
$4.26M -$224K -5,450 -5%
HFA
16
Hershey Financial Advisers
Pennsylvania
$4M +$3.95M +96,363 New
Stifel Financial
17
Stifel Financial
Missouri
$3.87M +$893K +21,761 +30%
FIA
18
Foundations Investment Advisors
Arizona
$3.45M +$161K +3,913 +5%
GS
19
GTS Securities
Florida
$3.39M +$3.35M +81,672 New
PAG
20
Private Advisor Group
New Jersey
$2.77M -$203K -4,936 -7%
HNWAG
21
High Net Worth Advisory Group
Florida
$2.6M +$246K +6,000 +11%
GWM
22
Gilpin Wealth Management
Colorado
$2.59M -$349K -8,510 -12%
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$2.28M
ACM
24
Avalon Capital Management
California
$2.1M -$28.2K -686 -1%
SL
25
Sentinus LLC
Illinois
$1.98M +$311K +7,582 +19%