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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.81M +$612K +15,086 +50%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.75M +$1.62M +39,938 +890%
SL
28
Sentinus LLC
Illinois
$1.6M +$17.4K +429 +1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.58M +$97.4K +2,401 +6%
Mariner
30
Mariner
Kansas
$1.53M -$51.8K -1,278 -3%
CWA
31
Consilium Wealth Advisory
Texas
$1.45M +$6.29K +155 +0.4%
WC
32
Waterloo Capital
Texas
$1.41M -$30.7K -756 -2%
KFP
33
KMG Fiduciary Partners
Ohio
$1.4M +$45.4K +1,120 +3%
OBWG
34
Onyx Bridge Wealth Group
New York
$1.31M +$7.01K +173 +0.5%
RM
35
RCW Management
Florida
$1.28M
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$1.24M -$316K -7,802 -20%
BWP
37
BlueStem Wealth Partners
Minnesota
$1.21M -$38.7K -955 -3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.2M -$1.62M -39,985 -57%
Ameriprise
39
Ameriprise
Minnesota
$1.19M -$358K -8,828 -23%
RSF
40
Rik Saylor Financial
Ohio
$1.18M +$1.38K +34 +0.1%
UBS Group
41
UBS Group
Switzerland
$1.13M -$15K -370 -1%
VWA
42
Visionary Wealth Advisors
Illinois
$1.12M -$823K -20,303 -42%
TCMP
43
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M -$36.5K -900 -3%
EH
44
Equitable Holdings
New York
$1.01M +$223K +5,508 +28%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$996K -$584K -14,393 -37%
PAYA
46
Phil A. Younker & Associates
Alaska
$935K
PFA
47
Perryman Financial Advisory
Texas
$925K -$1.38K -34 -0.1%
Raymond James Financial
48
Raymond James Financial
Florida
$903K -$15.2M -375,598 -94%
SOS
49
Silver Oak Securities
Tennessee
$894K +$286K +7,059 +46%
Citadel Advisors
50
Citadel Advisors
Florida
$857K +$871K +21,486 New