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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
Nicolet Advisory Services
Wisconsin
$514K +$11.3K +325 +2%
SS
52
Simplicity Solutions
Minnesota
$476K +$125K +3,609 +37%
DAS
53
Dynamic Advisor Solutions
Arizona
$431K +$69.3K +1,997 +20%
UBS Group
54
UBS Group
Switzerland
$416K +$152K +4,379 +59%
NWM
55
Northwest Wealth Management
Iowa
$411K +$61.6K +1,775 +18%
ACP
56
Aveo Capital Partners
Colorado
$394K +$80.5K +2,320 +26%
MFS
57
Madrona Financial Services
Washington
$373K -$335K -9,643 -48%
PA
58
PFG Advisors
Arizona
$351K -$143K -4,107 -29%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$329K -$61.9K -1,784 -16%
PAMG
60
Patton Albertson Miller Group
Tennessee
$326K -$5.45K -157 -2%
SFG
61
StrategIQ Financial Group
Indiana
$318K -$5.66K -163 -2%
BSW
62
Buckingham Strategic Wealth
Missouri
$308K
CA
63
Calton & Associates
Florida
$301K +$3.4K +98 +1%
CFGS
64
Concourse Financial Group Securities
Alabama
$284K +$11.5K +332 +4%
FIA
65
Foundations Investment Advisors
Arizona
$262K -$114K -3,270 -31%
EWA
66
ERTS Wealth Advisors
Michigan
$252K -$24.9K -716 -9%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$246K -$22.6K -650 -9%
BAC
68
Boys Arnold & Co
North Carolina
$210K -$58.1K -1,675 -22%
TF
69
TimeScale Financial
Massachusetts
$112K +$110K +3,163 New
TFGT
70
TS Financial Group (TSFG)
Illinois
$92K
PCFFS
71
Pacific Center for Financial Services
California
$91K
ACS
72
Archford Capital Strategies
Illinois
$85K
APA
73
American Portfolios Advisors
New York
$70.6K
AF
74
Advisornet Financial
Minnesota
$58K +$26.5K +763 +86%
IF
75
Ironwood Financial
Arizona
$52K -$5.03K -145 -9%