We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.43M -$364K -9,244 -21%
JWCA
27
J.W. Cole Advisors
Florida
$1.41M -$228K -5,794 -14%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.4M -$46.8K -1,187 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.39M -$94.1K -2,388 -6%
Mariner
30
Mariner
Kansas
$1.37M +$27.9K +709 +2%
BWP
31
BlueStem Wealth Partners
Minnesota
$1.36M -$99.7K -2,530 -7%
KFP
32
KMG Fiduciary Partners
Ohio
$1.34M +$79.5K +2,018 +6%
OBWG
33
Onyx Bridge Wealth Group
New York
$1.3M +$9.85K +250 +0.8%
TCMP
34
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.27M -$91.7K -2,327 -7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.23M +$4.29K +109 +0.4%
HI
36
Harbour Investments
Wisconsin
$1.21M -$12K -305 -1%
RSF
37
Rik Saylor Financial
Ohio
$1.19M -$30.7K -780 -3%
UBS Group
38
UBS Group
Switzerland
$1.15M +$14.7K +373 +1%
BCM
39
Brookstone Capital Management
Illinois
$1.05M -$50.2K -1,274 -5%
WA
40
Waverly Advisors
Alabama
$906K +$9.57K +243 +1%
SNWA
41
Siligmueller & Norvid Wealth Advisors
Illinois
$904K +$887K +22,519 New
SPIA
42
Steward Partners Investment Advisory
New York
$843K +$791K +20,087 +2,212%
RFN
43
RDA Financial Network
Iowa
$790K -$15.7K -398 -2%
CFA
44
Camarda Financial Advisors
Florida
$737K +$9.1K +231 +1%
MWM
45
Modera Wealth Management
New Jersey
$734K +$68.5K +1,738 +11%
OCM
46
One Capital Management
California
$722K -$155K -3,934 -18%
IWC
47
Integrated Wealth Concepts
Massachusetts
$696K +$683K +17,327 New
WFL
48
Wealth Forward LLC
North Dakota
$674K -$18.4K -466 -3%
EH
49
Equitable Holdings
New York
$665K +$35.3K +896 +6%
SFG
50
Sovereign Financial Group
Connecticut
$619K +$41.9K +1,063 +7%