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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$951K +$83.5K +2,034 +10%
VWA
52
Visionary Wealth Advisors
Illinois
$943K -$219K -5,338 -19%
MFS
53
Madrid Financial Services
California
$934K +$110K +2,690 +14%
Raymond James Financial
54
Raymond James Financial
Florida
$933K -$5.87K -143 -0.6%
AWM
55
AE Wealth Management
Kansas
$919K +$565K +13,774 +164%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$901K -$133K -3,241 -13%
SFG
57
Sovereign Financial Group
Connecticut
$878K +$3.08K +75 +0.4%
WC
58
Waterloo Capital
Texas
$840K -$617K -15,042 -43%
MWM
59
Modera Wealth Management
New Jersey
$789K
LWPC
60
Legacy Wealth Partners (Colorado)
Colorado
$761K +$27.3K +664 +4%
RFN
61
RDA Financial Network
Iowa
$755K +$82 +2 +0%
CFA
62
Camarda Financial Advisors
Florida
$739K -$3.04K -74 -0.4%
SB
63
Strategic Blueprint
Georgia
$739K +$418K +10,196 +134%
OBWG
64
Onyx Bridge Wealth Group
New York
$694K -$663K -16,156 -49%
Cerity Partners
65
Cerity Partners
New York
$659K +$652K +15,886 New
WFL
66
Wealth Forward LLC
North Dakota
$630K -$2.83K -69 -0.5%
PCG
67
Prosperity Consulting Group
Maryland
$609K +$6.24K +152 +1%
BEI
68
Benjamin Edwards Inc
Missouri
$571K +$103K +2,521 +22%
IWC
69
Integrated Wealth Concepts
Massachusetts
$558K -$34.5K -841 -6%
TPWA
70
TRUE Private Wealth Advisors
Oregon
$525K
MML Investors Services
71
MML Investors Services
Massachusetts
$524K +$198K +4,816 +62%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$523K -$59.4K -1,448 -10%
CFD
73
Creative Financial Designs
Indiana
$516K +$66.1K +1,610 +15%
SPIA
74
Steward Partners Investment Advisory
New York
$498K -$28.2K -687 -5%
AFP
75
Ausdal Financial Partners
Iowa
$494K -$1.68K -41 -0.3%