We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$383K +$44K +1,400 +13%
AAS
27
Annex Advisory Services
Wisconsin
$359K -$6.22K -198 -2%
SI
28
SII Investments
Wisconsin
$339K +$330K +10,514 New
BAC
29
Boys Arnold & Co
North Carolina
$334K -$198K -6,300 -38%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$326K -$76.6K -2,440 -19%
BSW
31
Buckingham Strategic Wealth
Missouri
$281K +$273K +8,705 New
PFS
32
Prospera Financial Services
Texas
$231K +$18.8K +600 +9%
VKH
33
Virtu KCG Holdings
New York
$221K +$215K +6,850 New
FPCP
34
Fort Point Capital Partners
California
$209K +$203K +6,476 New
NPC
35
National Planning Corporation
California
$208K +$202K +6,423 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$206K -$91.8K -2,922 -31%
AIG
37
American International Group
New York
$101K -$3.71K -118 -4%
IA
38
IFP Advisors
Florida
$90K -$38.4K -1,223 -31%
RCG
39
Ruggie Capital Group
Florida
$81K +$78.7K +2,507 New
RCA
40
Rowland Carmichael Advisors
Arizona
$77K +$74.8K +2,383 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$56K
TFO
42
Tarbox Family Office
California
$53K +$51.2K +1,631 New
WA
43
WFG Advisors
Texas
$50K +$251 +8 +0.5%
IF
44
Ironwood Financial
Arizona
$48K +$46.6K +1,484 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$34K -$3.14M -99,840 -99%
AIA
46
Alerus Investment Advisors
Minnesota
$32K
AIP
47
Ameritas Investment Partners
Nebraska
$14K
AWM
48
Avior Wealth Management
Nebraska
$9K
JCM
49
Janney Capital Management
Pennsylvania
-$1.22M -38,588 Closed
ACS
50
Archford Capital Strategies
Illinois
-$253K -7,986 Closed