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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$3.57M +$449K +11,404 +15%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.31M +$119K +3,026 +4%
DWM
28
Darwin Wealth Management
Florida
$3.14M -$544K -13,816 -15%
AFP
29
Ausdal Financial Partners
Iowa
$3.14M -$43.1K -1,093 -1%
TC
30
Trilogy Capital
California
$3.1M -$58.8K -1,493 -2%
RFN
31
RDA Financial Network
Iowa
$2.94M +$46.7K +1,185 +2%
RWM
32
Reston Wealth Management
Virginia
$2.5M +$431K +10,952 +21%
VWM
33
Vigilare Wealth Management
Arizona
$2.45M +$1.2M +30,510 +98%
SWM
34
Spire Wealth Management
Virginia
$2.36M -$241K -6,117 -9%
HI
35
Harbour Investments
Wisconsin
$2.19M +$199K +5,056 +10%
TLFA
36
True Link Financial Advisors
California
$1.89M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.84M +$1.82M +46,165 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.75M -$164K -4,171 -9%
AWA
39
ARQ Wealth Advisors
Arizona
$1.71M +$47.3K +1,202 +3%
OMC
40
Old Mission Capital
Illinois
$1.65M +$1.63M +41,465 New
FFN
41
Focus Financial Network
Minnesota
$1.47M +$1.45M +36,939 New
PAG
42
Private Advisor Group
New Jersey
$1.38M -$397K -10,069 -23%
AAS
43
Annex Advisory Services
Wisconsin
$1.36M +$1.81K +46 +0.1%
MHS
44
M Holdings Securities
Oregon
$1.36M -$12.9K -327 -0.9%
SPC
45
Sigma Planning Corp
Michigan
$1.35M +$99.3K +2,520 +8%
CA
46
Cetera Advisors
Colorado
$1.34M -$225K -5,724 -15%
RIL
47
Rothschild Investment LLC
Illinois
$1.32M
FAIM
48
Financial Advocates Investment Management
Washington
$1.23M +$5.95K +151 +0.5%
FPCP
49
Fort Point Capital Partners
California
$1.18M +$625K +15,878 +114%
KAS
50
Kestra Advisory Services
Texas
$1.16M +$203K +5,156 +21%