We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.4M +$139K +3,496 +3%
JWCA
27
J.W. Cole Advisors
Florida
$4.24M +$4.22M +105,885 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.74M -$40 -1 -0%
CCFM
29
Clear Creek Financial Management
Washington
$3.66M -$9.73K -244 -0.3%
VWM
30
Vigilare Wealth Management
Arizona
$3.41M +$53.9K +1,352 +2%
AWA
31
Archvest Wealth Advisors
California
$3.36M +$3.35M +84,023 New
AFP
32
Ausdal Financial Partners
Iowa
$3.11M +$124K +3,106 +4%
RJA
33
Raymond James & Associates
Florida
$2.85M +$2.49M +62,371 +695%
DWM
34
Darwin Wealth Management
Florida
$2.37M -$483K -12,106 -17%
SWM
35
Spire Wealth Management
Virginia
$2.18M
ASN
36
Advisory Services Network
Georgia
$2.14M +$361K +9,039 +20%
RFN
37
RDA Financial Network
Iowa
$2.05M -$1.05M -26,382 -34%
TLFA
38
True Link Financial Advisors
California
$1.88M -$22.1K -554 -1%
ASC
39
Atalanta Sosnoff Capital
New York
$1.84M +$1.84M +46,120 New
FAIM
40
Financial Advocates Investment Management
Washington
$1.71M +$304K +7,619 +22%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.55M -$89K -2,230 -5%
YWS
42
Yarger Wealth Strategies
Ohio
$1.48M +$1.48M +36,999 New
HI
43
Harbour Investments
Wisconsin
$1.47M -$718K -18,002 -33%
Truist Financial
44
Truist Financial
North Carolina
$1.44M +$1.44M +36,048 New
CIA
45
Compass Ion Advisors
Pennsylvania
$1.41M +$804K +20,152 +133%
Jane Street
46
Jane Street
New York
$1.38M +$967K +24,239 +240%
KAS
47
Kestra Advisory Services
Texas
$1.34M +$155K +3,897 +13%
CA
48
Cetera Advisors
Colorado
$1.33M +$18K +450 +1%
RIL
49
Rothschild Investment LLC
Illinois
$1.32M
AAS
50
Annex Advisory Services
Wisconsin
$1.31M -$25K -627 -2%