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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Reston Wealth Management
Virginia
$2.48M +$246K +6,843 +11%
RFN
27
RDA Financial Network
Iowa
$2.09M +$76.9K +2,143 +4%
MAS
28
Madden Advisory Services
Florida
$2.03M -$1.44M -40,083 -42%
MHS
29
M Holdings Securities
Oregon
$2M -$171K -4,763 -8%
PFS
30
Prospera Financial Services
Texas
$1.66M -$34.6K -963 -2%
SW
31
SlateStone Wealth
Florida
$1.55M -$174K -4,857 -10%
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$1.49M +$281K +7,840 +24%
AFP
33
Ausdal Financial Partners
Iowa
$1.47M +$7K +195 +0.5%
AI
34
Atria Investments
North Carolina
$1.37M +$36.3K +1,011 +3%
AAS
35
Annex Advisory Services
Wisconsin
$1.37M -$19.9K -554 -1%
Jane Street
36
Jane Street
New York
$1.36M +$1.35M +37,637 New
JWCA
37
J.W. Cole Advisors
Florida
$1.27M +$1.26M +35,042 New
22CM
38
20/20 Capital Management
California
$1.23M +$1.2M +33,421 New
Ameriprise
39
Ameriprise
Minnesota
$1.22M -$371K -10,341 -24%
CA
40
Cetera Advisors
Colorado
$1.09M +$204K +5,673 +23%
WAS
41
Wealth Advisory Solutions
Indiana
$1.07M +$1.06M +29,491 New
RCA
42
Rowland Carmichael Advisors
Arizona
$1.03M +$341K +9,486 +50%
MML Investors Services
43
MML Investors Services
Massachusetts
$826K +$199K +5,542 +32%
EA
44
Efficient Advisors
Ohio
$804K +$4.81K +134 +0.6%
JP Morgan Chase
45
JP Morgan Chase
New York
$783K -$267K -7,443 -26%
FCA
46
FinTrust Capital Advisors
South Carolina
$774K -$9.08K -253 -1%
MSA
47
Marino Stram & Associates
Massachusetts
$752K +$395 +11 +0.1%
SPC
48
Sigma Planning Corp
Michigan
$734K +$37.5K +1,045 +5%
FAIM
49
Financial Advocates Investment Management
Washington
$705K -$89.6K -2,495 -11%
RJA
50
Raymond James & Associates
Florida
$653K +$647K +18,021 New