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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
51
Polaris Wealth Advisory Group
California
– -$219K -6,908 Closed
WA
52
Waverly Advisors
Alabama
– -$214K -6,777 Closed
SC
53
Scotia Capital
Ontario, Canada
– -$203K -6,535 Closed
Creative Planning
54
Creative Planning
Kansas
– -$34K -1,088 Closed
KC
55
Kingfisher Capital
North Carolina
– -$27K -867 Closed
MA
56
MUFG Americas
New York
– -$12K -366 Closed
WAS
57
Winch Advisory Services
Wisconsin
– +$126 +4 New