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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Reston Wealth Management
Virginia
$1.74M -$94.5K -2,669 -5%
MHS
27
M Holdings Securities
Oregon
$1.66M -$82.7K -2,335 -5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.65M -$32.6K -920 -2%
AI
29
Atria Investments
North Carolina
$1.51M +$1.46M +41,368 New
SPC
30
Sigma Planning Corp
Michigan
$1.46M +$304K +8,577 +27%
RCA
31
Rowland Carmichael Advisors
Arizona
$1.38M -$11.1K -313 -0.8%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.3M +$408K +11,534 +48%
WAS
33
Wealth Advisory Solutions
Indiana
$1.17M +$20.8K +588 +2%
SAM
34
Stringer Asset Management
Tennessee
$1.16M +$529K +14,933 +89%
AAS
35
Annex Advisory Services
Wisconsin
$1.14M +$86.2K +2,436 +8%
UWM
36
USAdvisors Wealth Management
Minnesota
$1.11M +$391K +11,052 +57%
CA
37
Cetera Advisors
Colorado
$1.06M -$27.5K -777 -3%
AWA
38
ARQ Wealth Advisors
Arizona
$962K -$89.4K -2,524 -9%
22CM
39
20/20 Capital Management
California
$929K -$293K -8,283 -25%
MML Investors Services
40
MML Investors Services
Massachusetts
$905K +$203K +5,740 +30%
EA
41
Efficient Advisors
Ohio
$827K -$68.7K -1,941 -8%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$764K +$743K +20,989 New
FAIM
43
Financial Advocates Investment Management
Washington
$746K -$9.98K -282 -1%
UBS Group
44
UBS Group
Switzerland
$705K -$1.73M -49,000 -72%
WA
45
Waverly Advisors
Alabama
$697K +$22.7K +641 +4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$651K +$407K +11,510 +181%
Citadel Advisors
47
Citadel Advisors
Florida
$631K +$131K +3,697 +27%
WDL
48
Well Done LLC
Michigan
$617K +$885 +25 +0.1%
Stifel Financial
49
Stifel Financial
Missouri
$607K +$47.4K +1,340 +9%
SS
50
Simplicity Solutions
Minnesota
$565K +$9.13K +258 +2%