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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BlueStem Wealth Partners
Minnesota
$1.41M -$39K -1,034 -3%
SL
27
Sentinus LLC
Illinois
$1.38M +$282K +7,472 +26%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.35M +$1.92K +51 +0.1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.29M +$45.1K +1,195 +4%
Mariner
30
Mariner
Kansas
$1.25M +$767K +20,333 +157%
Goldman Sachs
31
Goldman Sachs
New York
$1.2M -$9.05K -240 -0.7%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$1.17M +$259K +6,864 +28%
OBWG
33
Onyx Bridge Wealth Group
New York
$1.16M +$242K +6,427 +26%
RSF
34
Rik Saylor Financial
Ohio
$1.16M -$10.3K -272 -0.9%
RIL
35
Rothschild Investment LLC
Illinois
$1.12M
AWS
36
Atria Wealth Solutions
New York
$1.11M +$222K +5,900 +25%
UBS Group
37
UBS Group
Switzerland
$1.09M +$57.8K +1,533 +6%
KFP
38
KMG Fiduciary Partners
Ohio
$1.08M +$1.08M +28,707 New
BCM
39
Brookstone Capital Management
Illinois
$1.06M -$727K -19,297 -41%
HI
40
Harbour Investments
Wisconsin
$1.05M -$20K -530 -2%
GM
41
GeoWealth Management
Illinois
$998K -$1.89M -50,221 -65%
OCM
42
One Capital Management
California
$933K +$934K +24,781 New
Stifel Financial
43
Stifel Financial
Missouri
$930K -$768K -20,362 -45%
WA
44
Waverly Advisors
Alabama
$803K -$172K -4,567 -18%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$791K +$79.2K +2,101 New
RFN
46
RDA Financial Network
Iowa
$773K -$20.7K -549 -3%
EH
47
Equitable Holdings
New York
$711K -$18.3K -485 -3%
AssetMark Inc
48
AssetMark Inc
California
$690K +$10K +266 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$689K -$4.87M -129,237 -88%
MFS
50
Madrid Financial Services
California
$666K -$176K -4,681 -21%