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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.82M +$351K +10,122 +25%
SW
27
SlateStone Wealth
Florida
$1.69M -$82.6K -2,380 -5%
PFS
28
Prospera Financial Services
Texas
$1.66M +$1.63M +47,011 New
RFN
29
RDA Financial Network
Iowa
$1.64M +$232K +6,690 +17%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.59M +$1.13M +32,413 +257%
Jane Street
31
Jane Street
New York
$1.49M +$213K +6,129 +17%
AAS
32
Annex Advisory Services
Wisconsin
$1.34M +$25.2K +726 +2%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$20.8K -600 -2%
AI
34
Atria Investments
North Carolina
$1.14M +$155K +4,467 +16%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.04M +$88.4K +2,547 +9%
AFP
36
Ausdal Financial Partners
Iowa
$988K +$969K +27,923 New
ASN
37
Advisory Services Network
Georgia
$915K +$883K +25,433 +5,847%
MML Investors Services
38
MML Investors Services
Massachusetts
$854K +$86.9K +2,503 +12%
MSA
39
Marino Stram & Associates
Massachusetts
$814K -$16.1K -463 -2%
EA
40
Efficient Advisors
Ohio
$776K -$73K -2,104 -9%
FCA
41
FinTrust Capital Advisors
South Carolina
$771K -$4.76K -137 -0.6%
FAIM
42
Financial Advocates Investment Management
Washington
$769K -$26.3K -759 -3%
BHWM
43
Bay Harbor Wealth Management
Maryland
$681K -$49.3K -1,421 -7%
SPC
44
Sigma Planning Corp
Michigan
$679K -$58.2K -1,677 -8%
RCA
45
Rowland Carmichael Advisors
Arizona
$610K +$62.9K +1,811 +12%
WDL
46
Well Done LLC
Michigan
$596K +$937 +27 +0.2%
CA
47
Cetera Advisors
Colorado
$586K +$155K +4,477 +37%
SCM
48
Stonehearth Capital Management
Massachusetts
$563K +$230K +6,627 +71%
CGL
49
Clarius Group LLC
Washington
$541K -$994K -28,637 -65%
Stifel Financial
50
Stifel Financial
Missouri
$529K +$14.3K +413 +3%