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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
51
Verus Financial Partners
Virginia
$349K +$40.8K +1,196 +13%
CA
52
Cetera Advisors
Colorado
$335K -$22.5K -660 -6%
CA
53
Calton & Associates
Florida
$325K -$22.2K -650 -6%
NWM
54
Northwest Wealth Management
Iowa
$321K -$11.7K -343 -4%
BSW
55
Buckingham Strategic Wealth
Missouri
$298K -$53.6K -1,570 -15%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$296K +$99.7K +2,922 +51%
KA
57
Kovack Advisors
Florida
$286K +$1.98K +58 +0.7%
BAC
58
Boys Arnold & Co
North Carolina
$270K -$25.6K -750 -9%
ACP
59
Aveo Capital Partners
Colorado
$253K +$15.2K +444 +6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$234K -$2.33M -68,258 -91%
AWM
61
AE Wealth Management
Kansas
$215K +$214K +6,274 New
SC
62
Scotia Capital
Ontario, Canada
$206K +$209K +6,135 New
BAM
63
Belpointe Asset Management
Nevada
$189K +$189K +5,529 New
IA
64
IFP Advisors
Florida
$172K -$6.83K -200 -4%
BBA
65
Braun-Bostich & Associates
Pennsylvania
$117K -$6.96K -204 -6%
APA
66
American Portfolios Advisors
New York
$99.2K +$43.1K +1,263 +77%
RCA
67
Rowland Carmichael Advisors
Arizona
$99K
RCG
68
Ruggie Capital Group
Florida
$95K -$115K -3,372 -55%
PCFFS
69
Pacific Center for Financial Services
California
$88K
ACS
70
Archford Capital Strategies
Illinois
$64K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$56K
MWPCG
72
Measured Wealth Private Client Group
New Hampshire
$55K +$54.6K +1,600 New
IF
73
Ironwood Financial
Arizona
$48K -$1.09K -32 -2%
SWP
74
Stratos Wealth Partners
Ohio
$45K +$44.8K +1,313 New
Citigroup
75
Citigroup
New York
$37K