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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.31M -$4.78M -140,432 -78%
CWM
27
Cornerstone Wealth Management
Missouri
$1.31M +$1.51M +44,313 New
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.24M -$3.41K -100 -0.3%
MFS
29
Madrona Financial Services
Washington
$1.17M -$190K -5,581 -14%
Citadel Advisors
30
Citadel Advisors
Florida
$1.16M +$1.16M +34,148 New
GFPC
31
Global Financial Private Capital
Florida
$1.16M -$52.4K -1,538 -7%
AAS
32
Annex Advisory Services
Wisconsin
$1.12M +$55.3K +1,623 +5%
MSA
33
Marino Stram & Associates
Massachusetts
$1.04M -$84.9K -2,493 -8%
AI
34
Atria Investments
North Carolina
$986K +$57K +1,674 +6%
SPC
35
Sigma Planning Corp
Michigan
$960K -$24.8K -727 -3%
JP Morgan Chase
36
JP Morgan Chase
New York
$943K +$13.2K +386 +1%
VF
37
Virtu Financial
New York
$925K +$208K +6,103 +29%
PFS
38
Prospera Financial Services
Texas
$840K +$32.4K +951 +4%
PA
39
PFG Advisors
Arizona
$779K -$39.3K -1,153 -5%
WDL
40
Well Done LLC
Michigan
$730K -$331K -9,728 -31%
FAIM
41
Financial Advocates Investment Management
Washington
$669K +$44.3K +1,300 +7%
EA
42
Efficient Advisors
Ohio
$665K +$1.7K +50 +0.3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$607K +$608K +17,850 New
SFG
44
StrategIQ Financial Group
Indiana
$598K +$20.7K +607 +4%
UBS Group
45
UBS Group
Switzerland
$575K -$455K -13,359 -44%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$565K -$22.9K -671 -4%
Stifel Financial
47
Stifel Financial
Missouri
$560K -$26.2K -769 -4%
PAMG
48
Patton Albertson Miller Group
Tennessee
$458K -$13.5K -395 -3%
SCM
49
Stonehearth Capital Management
Massachusetts
$450K -$366K -10,738 -45%
CA
50
Cetera Advisors
Colorado
$355K +$34.9K +1,024 +11%