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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$531K +$57.6K +1,733 +12%
JP Morgan Chase
27
JP Morgan Chase
New York
$497K +$53.2K +1,600 +12%
ACM
28
Argentus Capital Management
Texas
$472K +$470K +14,138 New
RCG
29
Ruggie Capital Group
Florida
$435K +$273K +8,217 +171%
EA
30
Efficient Advisors
Ohio
$409K +$22.8K +685 +6%
SI
31
SII Investments
Wisconsin
$366K +$1.03K +31 +0.3%
BAC
32
Boys Arnold & Co
North Carolina
$355K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$337K -$335K -10,097 -50%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$298K -$61.2K -1,843 -17%
BSW
35
Buckingham Strategic Wealth
Missouri
$291K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$285K +$100 +3 +0%
Creative Planning
37
Creative Planning
Kansas
$255K +$254K +7,641 New
NPC
38
National Planning Corporation
California
$250K +$3.32K +100 +1%
FPCP
39
Fort Point Capital Partners
California
$216K
KA
40
Kovack Advisors
Florida
$215K +$1.36K +41 +0.6%
AG
41
Advisor Group
Arizona
$177K +$42.9K +1,292 +32%
IA
42
IFP Advisors
Florida
$134K -$1.33K -40 -1%
ACS
43
Archford Capital Strategies
Illinois
$82K +$2.99K +90 +4%
RCA
44
Rowland Carmichael Advisors
Arizona
$80K -$5.75K -173 -7%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$58K
WA
46
WFG Advisors
Texas
$56K +$4.29K +129 +8%
TFO
47
Tarbox Family Office
California
$54K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$24.9K +750 +95%
IF
49
Ironwood Financial
Arizona
$49K
NFG
50
Next Financial Group
Texas
$32K