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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$3.06M -$265K -6,845 -8%
JWCA
27
J.W. Cole Advisors
Florida
$3.03M +$534K +13,770 +21%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.87M +$229K +5,907 +9%
RFN
29
RDA Financial Network
Iowa
$2.81M +$80K +2,063 +3%
RWM
30
Reston Wealth Management
Virginia
$2M +$389K +10,043 +24%
HI
31
Harbour Investments
Wisconsin
$1.93M +$1.94M +50,024 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.86M +$1.86M +48,080 New
TLFA
33
True Link Financial Advisors
California
$1.83M
PAG
34
Private Advisor Group
New Jersey
$1.73M -$5.66M -145,991 -77%
Citadel Advisors
35
Citadel Advisors
Florida
$1.67M +$1.68M +43,261 New
AWA
36
ARQ Wealth Advisors
Arizona
$1.61M +$104K +2,670 +7%
BFG
37
Barber Financial Group
Kansas
$1.57M -$564K -14,554 -26%
CA
38
Cetera Advisors
Colorado
$1.52M +$69.1K +1,782 +5%
MHS
39
M Holdings Securities
Oregon
$1.33M -$121K -3,123 -8%
AAS
40
Annex Advisory Services
Wisconsin
$1.32M +$95.3K +2,458 +8%
RIL
41
Rothschild Investment LLC
Illinois
$1.28M +$985K +25,400 +330%
SPC
42
Sigma Planning Corp
Michigan
$1.22M +$184K +4,756 +18%
VWM
43
Vigilare Wealth Management
Arizona
$1.2M +$1.21M +31,116 New
FAIM
44
Financial Advocates Investment Management
Washington
$1.2M +$113K +2,909 +10%
ACP
45
Aveo Capital Partners
Colorado
$1.08M +$1.08M +27,917 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$1M +$13.5K +349 +1%
SWM
47
Spire Wealth Management
Virginia
$998K +$2.53M +65,302 New
KAS
48
Kestra Advisory Services
Texas
$930K -$421K -10,852 -31%
CWA
49
Clearview Wealth Advisors
Oregon
$897K +$305K +7,877 +51%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$853K +$522K +13,450 +156%