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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Constellation Wealth Advisors
New York
$288K
JP Morgan Chase
27
JP Morgan Chase
New York
$282K +$287K +8,950 New
BAC
28
Boys Arnold & Co
North Carolina
$262K
PAS
29
Partnervest Advisory Services
California
$232K +$1.06K +33 +0.4%
WA
30
Waverly Advisors
Alabama
$213K -$5.67K -177 -3%
SC
31
Scotia Capital
Ontario, Canada
$206K -$968K -30,199 -82%
MFS
32
MSI Financial Services
Massachusetts
$204K +$2.88K +90 +1%
PFS
33
Prospera Financial Services
Texas
$201K +$205K +6,400 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$184K +$22.9K +713 +14%
ACS
35
Archford Capital Strategies
Illinois
$109K +$15.3K +476 +16%
AIG
36
American International Group
New York
$76K -$194K -6,058 -71%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$55K +$56.5K +1,761 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$54K
WA
39
WFG Advisors
Texas
$48K +$321 +10 +0.7%
IF
40
Ironwood Financial
Arizona
$41K -$55.1K -1,719 -57%
AIP
41
Ameritas Investment Partners
Nebraska
$14K
BCM
42
Brookstone Capital Management
Illinois
$13K
AIA
43
Alerus Investment Advisors
Minnesota
$11K -$21.3K -665 -67%
AWM
44
Avior Wealth Management
Nebraska
$9K
RIA
45
Regal Investment Advisors
Michigan
$9K +$9.62K +300 New
SCA
46
Strategic Capital Alternatives
United States
$7K +$7.34K +229 New