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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$331K -$7.51K -217 -2%
KA
52
Kovack Advisors
Florida
$317K -$7.68K -222 -2%
BAC
53
Boys Arnold & Co
North Carolina
$317K
RCG
54
Ruggie Capital Group
Florida
$303K -$23.5K -680 -7%
BSW
55
Buckingham Strategic Wealth
Missouri
$302K
CT
56
Cambridge Trust
Massachusetts
$301K +$301K +8,698 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$266K +$265K +7,669 New
ACP
58
Aveo Capital Partners
Colorado
$262K +$5.26K +152 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$246K +$13.5K +390 +6%
AWM
60
AE Wealth Management
Kansas
$242K +$242K +6,990 New
Citadel Advisors
61
Citadel Advisors
Florida
$234K +$234K +6,757 New
Stifel Financial
62
Stifel Financial
Missouri
$220K -$250K -7,231 -53%
YP
63
Yellowstone Partners
Idaho
$218K +$218K +6,288 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$213K -$84.7K -2,447 -28%
TC
65
Trilogy Capital
California
$207K +$206K +5,962 New
IA
66
IFP Advisors
Florida
$192K -$542K -15,667 -74%
LFA
67
Legacy Financial Advisors
Kentucky
$192K +$192K +5,558 New
BBA
68
Braun-Bostich & Associates
Pennsylvania
$135K +$135K +3,901 New
RCA
69
Rowland Carmichael Advisors
Arizona
$96K
SWP
70
Stratos Wealth Partners
Ohio
$80K +$80.1K +2,314 New
SEI Investments
71
SEI Investments
Pennsylvania
$78K +$13.3K +383 +20%
AWA
72
Acorn Wealth Advisors
Michigan
$66K +$65.6K +1,896 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$60K
APA
74
American Portfolios Advisors
New York
$56.7K +$56.7K +1,637 New
IF
75
Ironwood Financial
Arizona
$50K