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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.24M +$75.4K +2,209 +6%
SPC
27
Sigma Planning Corp
Michigan
$1.19M +$226K +6,631 +23%
GFPC
28
Global Financial Private Capital
Florida
$1.08M +$39.7K +1,162 +6%
AI
29
Atria Investments
North Carolina
$1.08M +$84.6K +2,479 +9%
AAS
30
Annex Advisory Services
Wisconsin
$1.07M -$52K -1,524 -5%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.04M +$87.8K +2,574 +9%
MSA
32
Marino Stram & Associates
Massachusetts
$1.02M -$25.3K -741 -2%
MFS
33
Madrona Financial Services
Washington
$958K -$216K -6,316 -18%
TC
34
Trilogy Capital
California
$796K +$593K +17,376 +294%
PFS
35
Prospera Financial Services
Texas
$760K -$83.8K -2,456 -10%
WDL
36
Well Done LLC
Michigan
$707K -$27.4K -803 -4%
PA
37
PFG Advisors
Arizona
$682K -$81.5K -2,388 -10%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$675K +$107K +3,129 +19%
EA
39
Efficient Advisors
Ohio
$664K -$4.47K -131 -0.7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$638K -$735K -21,531 -54%
FAIM
41
Financial Advocates Investment Management
Washington
$633K -$41.4K -1,213 -6%
SFG
42
StrategIQ Financial Group
Indiana
$601K -$205 -6 -0%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$552K -$58.1K -1,704 -10%
Stifel Financial
44
Stifel Financial
Missouri
$492K -$70.8K -2,076 -13%
SCM
45
Stonehearth Capital Management
Massachusetts
$482K +$29.8K +873 +7%
PAMG
46
Patton Albertson Miller Group
Tennessee
$433K -$11K -322 -2%
DAS
47
Dynamic Advisor Solutions
Arizona
$418K +$168K +4,914 +67%
UBS Group
48
UBS Group
Switzerland
$403K -$174K -5,113 -30%
MML Investors Services
49
MML Investors Services
Massachusetts
$393K +$72.2K +2,117 +23%
MOS
50
MGO One Seven
Ohio
$374K +$374K +10,966 New