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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$1.07M +$130K +3,757 +14%
WDL
27
Well Done LLC
Michigan
$1.07M +$7.8K +226 +0.7%
UBS Group
28
UBS Group
Switzerland
$1.04M +$124K +3,591 +13%
SPC
29
Sigma Planning Corp
Michigan
$992K -$5.52K -160 -0.5%
JP Morgan Chase
30
JP Morgan Chase
New York
$937K +$120K +3,485 +15%
AI
31
Atria Investments
North Carolina
$936K +$359K +10,417 +62%
PA
32
PFG Advisors
Arizona
$824K +$97.2K +2,817 +13%
SCM
33
Stonehearth Capital Management
Massachusetts
$821K -$31.3K -907 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$816K +$439K +12,727 +115%
PFS
35
Prospera Financial Services
Texas
$812K +$15.8K +457 +2%
VF
36
Virtu Financial
New York
$723K +$320K +9,270 +78%
EA
37
Efficient Advisors
Ohio
$668K -$39.8K -1,153 -6%
FAIM
38
Financial Advocates Investment Management
Washington
$630K +$54.7K +1,587 +9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$592K +$87.4K +2,533 +17%
Stifel Financial
40
Stifel Financial
Missouri
$591K +$375K +10,861 +171%
SFG
41
StrategIQ Financial Group
Indiana
$582K +$12.2K +353 +2%
MOS
42
MGO One Seven
Ohio
$506K -$28.4K -823 -5%
PAMG
43
Patton Albertson Miller Group
Tennessee
$475K +$34.7K +1,005 +8%
NWM
44
Northwest Wealth Management
Iowa
$376K -$40.1K -1,161 -10%
BSW
45
Buckingham Strategic Wealth
Missouri
$357K +$59.4K +1,723 +20%
CA
46
Cetera Advisors
Colorado
$324K -$6.49K -188 -2%
KA
47
Kovack Advisors
Florida
$315K +$1.24K +36 +0.4%
BAC
48
Boys Arnold & Co
North Carolina
$295K -$17.2K -500 -5%
CA
49
Calton & Associates
Florida
$280K -$93.1K -2,700 -25%
TSS
50
Two Sigma Securities
New York
$278K +$280K +8,121 New