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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$270K +$27.1K +787 +11%
ACP
52
Aveo Capital Partners
Colorado
$264K +$5.35K +155 +2%
VFP
53
Verus Financial Partners
Virginia
$243K +$245K +7,095 New
WA
54
Waverly Advisors
Alabama
$229K -$114K -3,301 -33%
LFS
55
Legacy Financial Strategies
Kansas
$222K +$224K +6,492 New
RCG
56
Ruggie Capital Group
Florida
$217K -$83.3K -2,415 -28%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$211K
AWM
58
AE Wealth Management
Kansas
$210K -$29.3K -849 -12%
CCM
59
Crabel Capital Management
California
$201K -$136K -3,936 -40%
TC
60
Trilogy Capital
California
$200K -$4.66K -135 -2%
IA
61
IFP Advisors
Florida
$192K
BBA
62
Braun-Bostich & Associates
Pennsylvania
$134K
RCA
63
Rowland Carmichael Advisors
Arizona
$99K +$4.14K +120 +4%
ACS
64
Archford Capital Strategies
Illinois
$97K +$96.9K +2,808 New
PCFFS
65
Pacific Center for Financial Services
California
$88K +$88.6K +2,569 New
SEI Investments
66
SEI Investments
Pennsylvania
$64K -$13.2K -383 -17%
AWA
67
Acorn Wealth Advisors
Michigan
$61K -$3.45K -100 -5%
APA
68
American Portfolios Advisors
New York
$56.1K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$56K -$3.45K -100 -6%
SWP
70
Stratos Wealth Partners
Ohio
$55K -$24.2K -701 -30%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$20.6K +597 +66%
IF
72
Ironwood Financial
Arizona
$50K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$34 +1 +0.1%
CFA
74
Camarda Financial Advisors
Florida
$41K -$724 -21 -2%
Citigroup
75
Citigroup
New York
$37K +$8.11K +235 +28%