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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
26
RDA Financial Network
Iowa
$1.97M +$49.3K +1,383 +2%
RWM
27
Reston Wealth Management
Virginia
$1.7M -$642K -18,007 -26%
MHS
28
M Holdings Securities
Oregon
$1.62M -$263K -7,385 -13%
RJA
29
Raymond James & Associates
Florida
$1.6M +$1.05M +29,507 +164%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.56M -$2.61M -73,093 -61%
SW
31
SlateStone Wealth
Florida
$1.37M -$82.3K -2,309 -5%
RCA
32
Rowland Carmichael Advisors
Arizona
$1.29M +$354K +9,939 +35%
PFS
33
Prospera Financial Services
Texas
$1.18M -$388K -10,890 -24%
22CM
34
20/20 Capital Management
California
$1.16M -$12.6K -354 -1%
WAS
35
Wealth Advisory Solutions
Indiana
$1.06M +$71.7K +2,010 +7%
SPC
36
Sigma Planning Corp
Michigan
$1.06M +$401K +11,236 +55%
CA
37
Cetera Advisors
Colorado
$1.01M -$7.66K -215 -0.7%
AWA
38
ARQ Wealth Advisors
Arizona
$978K +$1.03M +28,956 New
AAS
39
Annex Advisory Services
Wisconsin
$976K -$313K -8,783 -23%
CAGAS
40
Capital Advisory Group Advisory Services
Minnesota
$975K -$439K -12,325 -30%
EA
41
Efficient Advisors
Ohio
$833K +$88K +2,469 +11%
JP Morgan Chase
42
JP Morgan Chase
New York
$818K +$93.6K +2,627 +12%
FAIM
43
Financial Advocates Investment Management
Washington
$694K +$38.6K +1,083 +6%
UWM
44
USAdvisors Wealth Management
Minnesota
$658K +$394K +11,063 +131%
MML Investors Services
45
MML Investors Services
Massachusetts
$646K -$132K -3,692 -16%
Truist Financial
46
Truist Financial
North Carolina
$645K +$369K +10,357 +119%
WA
47
Waverly Advisors
Alabama
$607K +$386K +10,820 +151%
WDL
48
Well Done LLC
Michigan
$571K +$1.07K +30 +0.2%
SAM
49
Stringer Asset Management
Tennessee
$568K +$599K +16,804 New
Stifel Financial
50
Stifel Financial
Missouri
$518K -$57.3K -1,608 -9%