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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$556K +$318K +9,800 +137%
PAMG
27
Patton Albertson Miller Group
Tennessee
$536K +$531K +16,342 New
AAS
28
Annex Advisory Services
Wisconsin
$465K +$98.6K +3,038 +27%
JP Morgan Chase
29
JP Morgan Chase
New York
$436K +$47.1K +1,450 +12%
EA
30
Efficient Advisors
Ohio
$380K -$14.6K -449 -4%
SI
31
SII Investments
Wisconsin
$358K +$13.1K +405 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$353K +$141K +4,352 +68%
BAC
33
Boys Arnold & Co
North Carolina
$349K +$9.74K +300 +3%
SCM
34
Southport Capital Management
Tennessee
$338K +$334K +10,304 New
BSW
35
Buckingham Strategic Wealth
Missouri
$286K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$280K +$277K +8,527 New
NPC
37
National Planning Corporation
California
$249K +$35.7K +1,100 +17%
RJA
38
Raymond James & Associates
Florida
$224K +$221K +6,823 New
FPCP
39
Fort Point Capital Partners
California
$212K
KA
40
Kovack Advisors
Florida
$210K +$208K +6,400 New
RCG
41
Ruggie Capital Group
Florida
$158K +$74.5K +2,296 +92%
IA
42
IFP Advisors
Florida
$133K +$44.2K +1,363 +50%
AG
43
Advisor Group
Arizona
$131K +$130K +4,000 New
SBL
44
Sargent Bickham Lagudis
Colorado
$92K -$1.11M -34,189 -92%
RCA
45
Rowland Carmichael Advisors
Arizona
$85K +$6.33K +195 +8%
ACS
46
Archford Capital Strategies
Illinois
$78K +$76.8K +2,367 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$57K
TFO
48
Tarbox Family Office
California
$54K
WA
49
WFG Advisors
Texas
$51K +$227 +7 +0.5%
IF
50
Ironwood Financial
Arizona
$49K -$130 -4 -0.3%