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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Ruggie Capital Group
Florida
$600K +$532K +16,141 +869%
PFS
27
Prospera Financial Services
Texas
$588K -$112K -3,389 -16%
JP Morgan Chase
28
JP Morgan Chase
New York
$553K -$14K -425 -2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$544K -$238K -7,216 -31%
SFG
30
StrategIQ Financial Group
Indiana
$525K -$2.8K -85 -0.5%
IA
31
IFP Advisors
Florida
$518K +$85K +2,578 +20%
PAMG
32
Patton Albertson Miller Group
Tennessee
$502K -$72.8K -2,209 -13%
EA
33
Efficient Advisors
Ohio
$484K +$69.3K +2,104 +17%
NWM
34
Northwest Wealth Management
Iowa
$424K -$6.59K -200 -2%
AI
35
Atria Investments
North Carolina
$373K +$45.3K +1,376 +14%
BAC
36
Boys Arnold & Co
North Carolina
$322K
SI
37
SII Investments
Wisconsin
$291K -$51.1K -1,550 -15%
BSW
38
Buckingham Strategic Wealth
Missouri
$290K
KA
39
Kovack Advisors
Florida
$276K +$1.68K +51 +0.6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$267K -$46.1K -1,400 -15%
RIA
41
Regal Investment Advisors
Michigan
$219K +$857 +26 +0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$218K -$29.1K -884 -12%
FPCP
43
Fort Point Capital Partners
California
$216K
AG
44
Advisor Group
Arizona
$212K +$35K +1,062 +20%
ACP
45
Aveo Capital Partners
Colorado
$211K -$59K -1,790 -22%
VKH
46
Virtu KCG Holdings
New York
$203K -$265K -8,049 -57%
RCA
47
Rowland Carmichael Advisors
Arizona
$80K
ACS
48
Archford Capital Strategies
Illinois
$78K -$4.94K -150 -6%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$58K -$989 -30 -2%
WA
50
WFG Advisors
Texas
$57K +$363 +11 +0.6%