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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$1.61M +$2.86K +82 +0.2%
TLFA
27
True Link Financial Advisors
California
$1.59M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.54M +$409K +11,717 +35%
LCWP
29
Legacy Capital Wealth Partners
Arkansas
$1.37M +$1.41M +40,359 New
UBS Group
30
UBS Group
Switzerland
$1.35M +$152K +4,345 +12%
AWS
31
Atria Wealth Solutions
New York
$1.23M -$393K -11,270 -24%
CAM
32
Congress Asset Management
Massachusetts
$1.22M +$720K +20,648 +136%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.21M -$84K -2,409 -6%
RIL
34
Rothschild Investment LLC
Illinois
$1.12M
CA
35
Cetera Advisors
Colorado
$1.11M +$62.3K +1,787 +6%
RFN
36
RDA Financial Network
Iowa
$1.1M +$12.2K +350 +1%
RJA
37
Raymond James & Associates
Florida
$1.01M +$732K +20,981 +243%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$942K +$491K +14,089 +103%
Renaissance Technologies
39
Renaissance Technologies
New York
$937K +$150K +4,300 +18%
Corient Private Wealth
40
Corient Private Wealth
Florida
$936K -$1.88K -54 -0.2%
CIAS
41
Capital Investment Advisory Services
North Carolina
$873K -$1.5K -43 -0.2%
TA
42
Tiedemann Advisors
New York
$825K
HI
43
Harbour Investments
Wisconsin
$806K -$73.6K -2,112 -8%
WAM
44
WNY Asset Management
New York
$800K -$2.24M -64,192 -73%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$794K -$25.9K -742 -3%
ACP
46
Aveo Capital Partners
Colorado
$783K -$4.71K -135 -0.6%
AssetMark Inc
47
AssetMark Inc
California
$769K +$10.2K +293 +1%
DWM
48
Darwin Wealth Management
Florida
$764K -$66.6K -1,911 -8%
CFA
49
Camarda Financial Advisors
Florida
$662K -$24.3K -698 -3%
PAG
50
Private Advisor Group
New Jersey
$636K -$18.8K -540 -3%