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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.48M +$829K +21,914 +138%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.45M +$102K +2,708 +8%
CWA
28
Consilium Wealth Advisory
Texas
$1.44M -$445K -11,767 -24%
BWP
29
BlueStem Wealth Partners
Minnesota
$1.42M -$40.7K -1,076 -3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$1.4M +$3.33K +88 +0.2%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.33M +$1.29M +34,017 New
Mariner
32
Mariner
Kansas
$1.3M +$303 +8 +0%
OBWG
33
Onyx Bridge Wealth Group
New York
$1.25M +$42.5K +1,123 +4%
KFP
34
KMG Fiduciary Partners
Ohio
$1.22M +$98.6K +2,608 +9%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$1.21M -$1.51K -40 -0.1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.19M +$457K +12,078 +66%
RSF
37
Rik Saylor Financial
Ohio
$1.19M -$18.2K -482 -2%
HI
38
Harbour Investments
Wisconsin
$1.19M +$94.5K +2,499 +9%
UBS Group
39
UBS Group
Switzerland
$1.1M -$29.2K -773 -3%
BCM
40
Brookstone Capital Management
Illinois
$1.07M -$34.3K -907 -3%
Stifel Financial
41
Stifel Financial
Missouri
$977K +$10.9K +288 +1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$919K +$611K +16,160 +220%
WA
43
Waverly Advisors
Alabama
$871K +$36.6K +968 +5%
OCM
44
One Capital Management
California
$856K -$108K -2,861 -12%
RFN
45
RDA Financial Network
Iowa
$784K -$17.9K -474 -2%
AWS
46
Atria Wealth Solutions
New York
$725K -$413K -10,927 -37%
MML Investors Services
47
MML Investors Services
Massachusetts
$719K +$385K +10,169 +124%
CFA
48
Camarda Financial Advisors
Florida
$708K +$50.9K +1,346 +8%
MFS
49
Madrid Financial Services
California
$702K +$10.3K +273 +2%
Goldman Sachs
50
Goldman Sachs
New York
$690K -$541K -14,298 -45%