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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
26
Marino Stram & Associates
Massachusetts
$1.21M +$1.21M +34,945 New
WDL
27
Well Done LLC
Michigan
$1.07M +$117K +3,368 +12%
SPC
28
Sigma Planning Corp
Michigan
$1.01M +$390K +11,276 +63%
AAS
29
Annex Advisory Services
Wisconsin
$954K +$53.9K +1,557 +6%
ACM
30
Aviance Capital Management
Florida
$952K +$142K +4,098 New
UBS Group
31
UBS Group
Switzerland
$924K -$26.1K -754 -3%
SCM
32
Stonehearth Capital Management
Massachusetts
$862K -$58.1K -1,679 -6%
JP Morgan Chase
33
JP Morgan Chase
New York
$827K +$220K +6,349 +36%
PFS
34
Prospera Financial Services
Texas
$810K -$25.3K -731 -3%
PA
35
PFG Advisors
Arizona
$736K +$735K +21,245 New
EA
36
Efficient Advisors
Ohio
$716K +$55.4K +1,600 +8%
RJA
37
Raymond James & Associates
Florida
$662K +$661K +19,095 New
AI
38
Atria Investments
North Carolina
$586K +$84.7K +2,448 +17%
SCA
39
Stuart Chaussee & Associates
California
$583K -$17.7M -512,757 -97%
FAIM
40
Financial Advocates Investment Management
Washington
$583K +$582K +16,824 New
SFG
41
StrategIQ Financial Group
Indiana
$576K +$1.25K +36 +0.2%
MOS
42
MGO One Seven
Ohio
$540K +$539K +15,587 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$511K +$510K +14,745 New
PAMG
44
Patton Albertson Miller Group
Tennessee
$446K -$32.3K -934 -7%
NWM
45
Northwest Wealth Management
Iowa
$421K +$20.5K +591 +5%
VF
46
Virtu Financial
New York
$410K +$114K +3,304 +39%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$384K +$88.3K +2,552 +30%
CA
48
Calton & Associates
Florida
$382K +$377K +10,887 New
WA
49
Waverly Advisors
Alabama
$346K +$346K +9,997 New
CCM
50
Crabel Capital Management
California
$340K +$339K +9,801 New