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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Archvest Wealth Advisors
California
$3.41M +$532K +15,862 +19%
ACG
27
Allen Capital Group
Nebraska
$3.41M +$3.4M +101,390 New
BCM
28
Brookstone Capital Management
Illinois
$3.06M -$418K -12,460 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.66M +$872K +26,019 +49%
Ameriprise
30
Ameriprise
Minnesota
$2.63M +$34.5K +1,030 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.29M +$767K +22,873 +51%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$2.08M +$2.08M +62,035 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.94M +$1.94M +57,733 New
AWS
34
Atria Wealth Solutions
New York
$1.87M -$406K -12,121 -18%
RJT
35
Raymond James Trust
Florida
$1.73M +$1.72M +51,366 New
JWCA
36
J.W. Cole Advisors
Florida
$1.66M -$167K -4,972 -9%
AFP
37
Ausdal Financial Partners
Iowa
$1.64M +$552K +16,482 +51%
TLFA
38
True Link Financial Advisors
California
$1.57M
KAS
39
Kestra Advisory Services
Texas
$1.52M +$360K +10,730 +31%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.49M -$774K -23,085 -34%
Truist Financial
41
Truist Financial
North Carolina
$1.48M -$666K -19,865 -31%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.32M -$646K -19,275 -33%
AAS
43
Annex Advisory Services
Wisconsin
$1.16M +$38.3K +1,144 +3%
RFN
44
RDA Financial Network
Iowa
$1.16M -$132K -3,950 -10%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.14M +$1.13M +33,800 New
RIL
46
Rothschild Investment LLC
Illinois
$1.11M
MHS
47
M Holdings Securities
Oregon
$1.08M -$38.2K -1,139 -3%
DWM
48
Darwin Wealth Management
Florida
$1.06M -$123K -3,663 -11%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$992K -$19.3K -577 -2%
AT
50
Arden Trust
Delaware
$952K +$950K +28,331 New