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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$566K – – –
AAS
27
Annex Advisory Services
Wisconsin
$531K +$57.6K +1,733 +12%
JP Morgan Chase
28
JP Morgan Chase
New York
$497K +$53.2K +1,600 +12%
ACM
29
Argentus Capital Management
Texas
$472K +$470K +14,138 New
RCG
30
Ruggie Capital Group
Florida
$435K +$273K +8,217 +171%
EA
31
Efficient Advisors
Ohio
$409K +$22.8K +685 +6%
SI
32
SII Investments
Wisconsin
$366K +$1.03K +31 +0.3%
BAC
33
Boys Arnold & Co
North Carolina
$355K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$337K -$335K -10,097 -50%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$298K -$61.2K -1,843 -17%
BSW
36
Buckingham Strategic Wealth
Missouri
$291K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$285K +$100 +3 +0%
Creative Planning
38
Creative Planning
Kansas
$255K +$254K +7,641 New
NPC
39
National Planning Corporation
California
$250K +$3.32K +100 +1%
FPCP
40
Fort Point Capital Partners
California
$216K – – –
KA
41
Kovack Advisors
Florida
$215K +$1.36K +41 +0.6%
AG
42
Advisor Group
Arizona
$177K +$42.9K +1,292 +32%
SBL
43
Sargent Bickham Lagudis
Colorado
$153K +$58.8K +1,771 +63%
IA
44
IFP Advisors
Florida
$134K -$1.33K -40 -1%
ACS
45
Archford Capital Strategies
Illinois
$82K +$2.99K +90 +4%
RCA
46
Rowland Carmichael Advisors
Arizona
$80K -$5.75K -173 -7%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$58K – – –
WA
48
WFG Advisors
Texas
$56K +$4.29K +129 +8%
TFO
49
Tarbox Family Office
California
$54K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$24.9K +750 +95%