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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$1.62M +$1.66M +43,544 New
UCFA
27
United Capital Financial Advisors
Texas
$1.56M +$1.59M +41,898 New
BWP
28
BlueStem Wealth Partners
Minnesota
$1.44M +$1.46M +38,503 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M +$1.44M +37,853 New
E3F
30
Eight 31 Financial
Texas
$1.37M +$30.6K +805 +2%
CWA
31
Consilium Wealth Advisory
Texas
$1.36M +$20.1K +529 +1%
Corient Private Wealth
32
Corient Private Wealth
Florida
$1.34M +$6.99K +184 +0.5%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.26M -$122K -3,202 -9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.24M -$44.5K -1,171 -3%
Goldman Sachs
35
Goldman Sachs
New York
$1.2M +$318K +8,360 +35%
RSF
36
Rik Saylor Financial
Ohio
$1.16M +$1.18M +31,150 New
RIL
37
Rothschild Investment LLC
Illinois
$1.11M
SL
38
Sentinus LLC
Illinois
$1.09M +$420K +11,060 +61%
HI
39
Harbour Investments
Wisconsin
$1.06M +$58.4K +1,536 +6%
JWCA
40
J.W. Cole Advisors
Florida
$1.03M -$186K -4,903 -15%
UBS Group
41
UBS Group
Switzerland
$1.03M +$39.6K +1,043 +4%
WA
42
Waverly Advisors
Alabama
$966K +$22.7K +596 +2%
OBWG
43
Onyx Bridge Wealth Group
New York
$914K +$85.9K +2,259 +10%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$906K +$153K +4,014 +20%
AWS
45
Atria Wealth Solutions
New York
$880K -$127K -3,330 -12%
Jane Street
46
Jane Street
New York
$879K +$896K +23,571 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$876K +$63.2K +1,663 +8%
Comerica Bank
48
Comerica Bank
Texas
$863K +$821K +21,608 +1,418%
ASC
49
Atalanta Sosnoff Capital
New York
$844K +$860K +22,636 New
MFS
50
Madrid Financial Services
California
$834K +$850K +22,368 New