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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$1.89M -$9.74M -281,674 -84%
HWM
27
HFG Wealth Management
Texas
$1.88M +$1.86M +53,837 New
AFP
28
Ausdal Financial Partners
Iowa
$1.68M -$25.8K -747 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.66M -$6.84M -197,741 -81%
TLFA
30
True Link Financial Advisors
California
$1.64M – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.45M -$94.9K -2,745 -6%
Goldman Sachs
32
Goldman Sachs
New York
$1.45M +$694K +20,083 +94%
LCWP
33
Legacy Capital Wealth Partners
Arkansas
$1.28M +$1.27M +36,750 New
UBS Group
34
UBS Group
Switzerland
$1.23M +$467K +13,500 +62%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.22M -$1.15M -33,218 -49%
RFN
36
RDA Financial Network
Iowa
$1.22M +$12.8K +369 +1%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.18M -$3.46K -100 -0.3%
HI
38
Harbour Investments
Wisconsin
$1.17M +$191K +5,522 +20%
RIL
39
Rothschild Investment LLC
Illinois
$1.16M – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.15M -$1.59M -46,110 -58%
KAS
41
Kestra Advisory Services
Texas
$1.1M -$469K -13,566 -30%
MHS
42
M Holdings Securities
Oregon
$1.1M -$26.1K -755 -2%
CA
43
Cetera Advisors
Colorado
$1.01M +$19.7K +571 +2%
JP Morgan Chase
44
JP Morgan Chase
New York
$982K +$928K +26,822 +2,063%
Corient Private Wealth
45
Corient Private Wealth
Florida
$963K -$1.04M -30,186 -52%
DWM
46
Darwin Wealth Management
Florida
$962K -$92.8K -2,685 -9%
CIAS
47
Capital Investment Advisory Services
North Carolina
$901K -$2.49K -72 -0.3%
AssetMark Inc
48
AssetMark Inc
California
$898K +$7.05K +204 +0.8%
TA
49
Tiedemann Advisors
New York
$898K – – –
SWM
50
Spire Wealth Management
Virginia
$857K +$533K +15,409 +169%