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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$2.47M +$603K +16,921 +31%
AWS
27
Atria Wealth Solutions
New York
$2.45M +$1.58M +44,458 +168%
LAM
28
LFS Asset Management
California
$2.25M +$2.32M +64,986 New
JWCA
29
J.W. Cole Advisors
Florida
$1.99M -$422K -11,839 -17%
Citadel Advisors
30
Citadel Advisors
Florida
$1.78M +$1.84M +51,538 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.76M +$89.1K +2,500 +5%
AFP
32
Ausdal Financial Partners
Iowa
$1.74M -$6.77K -190 -0.4%
CF
33
Centaurus Financial
California
$1.63M -$645K -18,087 -28%
TLFA
34
True Link Financial Advisors
California
$1.62M
DWM
35
Darwin Wealth Management
Florida
$1.46M -$162K -4,535 -10%
RFN
36
RDA Financial Network
Iowa
$1.41M -$230K -6,465 -14%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.38M +$817K +22,936 +136%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.29M -$66.6K -1,870 -5%
YWS
39
Yarger Wealth Strategies
Ohio
$1.28M +$4.24K +119 +0.3%
HI
40
Harbour Investments
Wisconsin
$1.26M +$1.3M +36,454 New
CA
41
Cetera Advisors
Colorado
$1.21M +$100K +2,807 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.21M +$1.25M +35,034 New
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M +$1.23M +34,447 New
Jane Street
44
Jane Street
New York
$1.19M -$564K -15,834 -32%
MHS
45
M Holdings Securities
Oregon
$1.19M -$14.8K -416 -1%
KAS
46
Kestra Advisory Services
Texas
$1.18M -$42K -1,178 -3%
RIL
47
Rothschild Investment LLC
Illinois
$1.14M
AssetMark Inc
48
AssetMark Inc
California
$1.14M +$7.59K +213 +0.6%
FFN
49
Focus Financial Network
Minnesota
$1.14M -$42.4K -1,189 -3%
OC
50
Oppenheimer & Co
New York
$1.13M +$1.17M +32,732 New