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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.97M +$88.6K +2,159 +5%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.84M -$123 -3 -0%
Lido Advisors
28
Lido Advisors
California
$1.79M -$506K -12,325 -22%
BCM
29
Basso Capital Management
Connecticut
$1.69M +$1.68M +40,858 New
BCM
30
Brookstone Capital Management
Illinois
$1.61M -$7.37M -179,665 -82%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.61M -$40.8K -994 -3%
Jane Street
32
Jane Street
New York
$1.54M +$1.52M +37,111 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.51M -$1.31M -31,976 -47%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$1.48M +$191K +4,648 +15%
JWCA
35
J.W. Cole Advisors
Florida
$1.37M +$1.36M +33,088 New
RM
36
RCW Management
Florida
$1.33M
CWA
37
Consilium Wealth Advisory
Texas
$1.32M -$190K -4,623 -13%
EH
38
Equitable Holdings
New York
$1.25M +$204K +4,976 +20%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.25M +$1.19K +29 +0.1%
BWP
40
BlueStem Wealth Partners
Minnesota
$1.21M -$50.4K -1,228 -4%
RSF
41
Rik Saylor Financial
Ohio
$1.2M -$22K -535 -2%
Mariner
42
Mariner
Kansas
$1.19M -$395K -9,619 -25%
Ameriprise
43
Ameriprise
Minnesota
$1.17M -$67.6K -1,648 -6%
AAS
44
Ameritas Advisory Services
Nebraska
$1.13M +$1.12M +27,282 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.12M +$230K +5,597 +26%
UBS Group
46
UBS Group
Switzerland
$1.12M -$57.7K -1,407 -5%
TCMP
47
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.1M +$22.9K +559 +2%
LKBC
48
L.K. Benson & Company
Maryland
$971K +$961K +23,418 New
PFA
49
Perryman Financial Advisory
Texas
$953K -$9.44K -230 -1%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$952K +$322K +7,851 +52%