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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
26
M Holdings Securities
Oregon
$2.14M +$16.3K +461 +0.8%
RFN
27
RDA Financial Network
Iowa
$1.97M +$295K +8,324 +18%
SW
28
SlateStone Wealth
Florida
$1.7M -$4.11K -116 -0.2%
PFS
29
Prospera Financial Services
Texas
$1.66M -$12.4K -351 -0.7%
Ameriprise
30
Ameriprise
Minnesota
$1.56M -$271K -7,637 -15%
SAM
31
Stringer Asset Management
Tennessee
$1.46M +$1.45M +41,010 New
AFP
32
Ausdal Financial Partners
Iowa
$1.42M +$424K +11,965 +43%
AAS
33
Annex Advisory Services
Wisconsin
$1.36M +$11.5K +325 +0.9%
AI
34
Atria Investments
North Carolina
$1.31M +$163K +4,597 +14%
CAGAS
35
Capital Advisory Group Advisory Services
Minnesota
$1.19M -$66.4K -1,875 -5%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.04M -$17.4K -490 -2%
ASN
37
Advisory Services Network
Georgia
$915K
CA
38
Cetera Advisors
Colorado
$873K +$279K +7,872 +47%
EA
39
Efficient Advisors
Ohio
$787K +$4.25K +120 +0.5%
FAIM
40
Financial Advocates Investment Management
Washington
$782K +$7.83K +221 +1%
FCA
41
FinTrust Capital Advisors
South Carolina
$770K -$6.16K -174 -0.8%
MSA
42
Marino Stram & Associates
Massachusetts
$739K -$80.1K -2,261 -10%
NAS
43
Nicolet Advisory Services
Wisconsin
$706K +$187K +5,275 +36%
SPC
44
Sigma Planning Corp
Michigan
$685K +$921 +26 +0.1%
RCA
45
Rowland Carmichael Advisors
Arizona
$672K +$57.6K +1,625 +9%
MML Investors Services
46
MML Investors Services
Massachusetts
$615K -$243K -6,866 -28%
WDL
47
Well Done LLC
Michigan
$601K +$956 +27 +0.2%
BHWM
48
Bay Harbor Wealth Management
Maryland
$595K -$91K -2,570 -13%
UBS Group
49
UBS Group
Switzerland
$580K +$160K +4,510 +38%
Stifel Financial
50
Stifel Financial
Missouri
$533K +$850 +24 +0.2%