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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
HB Wealth Management
Georgia
$2.04M +$2.08M +54,269 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.91M -$5.47M -142,711 -74%
AFP
28
Ausdal Financial Partners
Iowa
$1.9M -$1.05M -27,412 -35%
Jane Street
29
Jane Street
New York
$1.89M +$608K +15,871 +46%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.82M -$7.12M -185,817 -79%
RFN
31
RDA Financial Network
Iowa
$1.78M -$153K -3,986 -8%
TLFA
32
True Link Financial Advisors
California
$1.77M
DWM
33
Darwin Wealth Management
Florida
$1.72M -$578K -15,088 -25%
Stifel Financial
34
Stifel Financial
Missouri
$1.68M +$588K +15,346 +53%
AT
35
American Trust
Kentucky
$1.63M +$1.46M +37,993 New
FAIM
36
Financial Advocates Investment Management
Washington
$1.58M -$23.1K -604 -1%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.47M +$9.43K +246 +0.6%
YWS
38
Yarger Wealth Strategies
Ohio
$1.4M +$2.19K +57 +0.2%
KAS
39
Kestra Advisory Services
Texas
$1.33M +$66.8K +1,743 +5%
MHS
40
M Holdings Securities
Oregon
$1.31M +$1.33M +34,766 New
FFN
41
Focus Financial Network
Minnesota
$1.28M +$1.31M +34,055 New
RIL
42
Rothschild Investment LLC
Illinois
$1.25M
Renaissance Technologies
43
Renaissance Technologies
New York
$1.24M +$441K +11,500 +54%
AssetMark Inc
44
AssetMark Inc
California
$1.24M +$1.26M +32,780 New
PAA
45
Peregrine Asset Advisers
Oregon
$1.23M -$4.15M -108,355 -77%
CA
46
Cetera Advisors
Colorado
$1.21M -$39.5K -1,030 -3%
AAS
47
Annex Advisory Services
Wisconsin
$1.19M -$44.5K -1,160 -4%
HIP
48
Harrell Investment Partners
Texas
$1.15M -$5.19M -135,338 -82%
PAG
49
Private Advisor Group
New Jersey
$1.09M +$35K +914 +3%
SPC
50
Sigma Planning Corp
Michigan
$1.06M -$2.61K -68 -0.2%