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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Stonehearth Capital Management
Massachusetts
$916K -$149K -4,348 -14%
AAS
27
Annex Advisory Services
Wisconsin
$896K +$30.8K +901 +4%
PFS
28
Prospera Financial Services
Texas
$830K +$161K +4,701 +24%
IA
29
IFP Advisors
Florida
$731K +$197K +5,748 +37%
EA
30
Efficient Advisors
Ohio
$657K +$129K +3,773 +25%
SPC
31
Sigma Planning Corp
Michigan
$616K -$63.9K -1,867 -9%
JP Morgan Chase
32
JP Morgan Chase
New York
$603K +$31.6K +925 +6%
GFPC
33
Global Financial Private Capital
Florida
$588K +$92.3K +2,697 New
SFG
34
StrategIQ Financial Group
Indiana
$572K -$2.57K -75 -0.4%
AI
35
Atria Investments
North Carolina
$498K +$86.3K +2,523 +21%
PAMG
36
Patton Albertson Miller Group
Tennessee
$476K -$39.5K -1,155 -8%
Stifel Financial
37
Stifel Financial
Missouri
$468K +$465K +13,597 New
NWM
38
Northwest Wealth Management
Iowa
$399K -$16.7K -488 -4%
CA
39
Cetera Advisors
Colorado
$337K +$68.5K +2,001 +26%
RCG
40
Ruggie Capital Group
Florida
$325K -$102K -2,984 -24%
KA
41
Kovack Advisors
Florida
$324K +$1.95K +57 +0.6%
BAC
42
Boys Arnold & Co
North Carolina
$315K -$17.1K -500 -5%
SI
43
SII Investments
Wisconsin
$303K -$3.01K -88 -1%
AG
44
Advisor Group
Arizona
$301K -$1.68K -49 -0.6%
BSW
45
Buckingham Strategic Wealth
Missouri
$300K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$296K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$294K +$59.3K +1,732 +26%
VF
48
Virtu Financial
New York
$294K +$292K +8,539 New
ACP
49
Aveo Capital Partners
Colorado
$256K +$1.71K +50 +0.7%
RIA
50
Regal Investment Advisors
Michigan
$237K +$718 +21 +0.3%