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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Stonehearth Capital Management
Massachusetts
$373K -$89.5K -2,696 -19%
RWM
52
Ritholtz Wealth Management
New York
$367K +$372K +11,220 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$353K +$356K +10,739 New
VFP
54
Verus Financial Partners
Virginia
$349K
DAS
55
Dynamic Advisor Solutions
Arizona
$339K -$69.4K -2,091 -17%
PAMG
56
Patton Albertson Miller Group
Tennessee
$337K -$104K -3,126 -24%
NWM
57
Northwest Wealth Management
Iowa
$321K +$14.5K +438 +5%
SFG
58
StrategIQ Financial Group
Indiana
$308K -$271K -8,170 -46%
MOS
59
MGO One Seven
Ohio
$293K -$66.4K -2,000 -18%
BSW
60
Buckingham Strategic Wealth
Missouri
$285K
ACP
61
Aveo Capital Partners
Colorado
$283K +$33.5K +1,010 +13%
FIA
62
Foundations Investment Advisors
Arizona
$279K -$4.43M -133,610 -94%
CA
63
Calton & Associates
Florida
$277K -$34.5K -1,041 -11%
KA
64
Kovack Advisors
Florida
$264K -$9.63K -290 -3%
EWA
65
ERTS Wealth Advisors
Michigan
$251K +$255K +7,673 New
CFGS
66
Concourse Financial Group Securities
Alabama
$250K +$253K +7,630 New
BAC
67
Boys Arnold & Co
North Carolina
$248K -$9.96K -300 -4%
OAM
68
Oppenheimer Asset Management
New York
$239K +$242K +7,294 New
BBA
69
Braun-Bostich & Associates
Pennsylvania
$107K -$5.34K -161 -5%
RCA
70
Rowland Carmichael Advisors
Arizona
$95K +$996 +30 +1%
IA
71
IFP Advisors
Florida
$88K -$77.6K -2,337 -46%
PCFFS
72
Pacific Center for Financial Services
California
$84K
APA
73
American Portfolios Advisors
New York
$65.3K -$30K -904 -31%
ACS
74
Archford Capital Strategies
Illinois
$61K -$597 -18 -1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$60K -$227K -6,841 -79%