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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$507K +$72.3K +2,041 +17%
NWM
52
Northwest Wealth Management
Iowa
$450K +$36K +1,017 +9%
SCM
53
Stonehearth Capital Management
Massachusetts
$448K -$119K -3,351 -21%
PAMG
54
Patton Albertson Miller Group
Tennessee
$427K +$97K +2,738 +30%
VFP
55
Verus Financial Partners
Virginia
$415K -$542K -15,311 -57%
RIL
56
Rothschild Investment LLC
Illinois
$415K +$413K +11,650 New
ACP
57
Aveo Capital Partners
Colorado
$396K -$2.27K -64 -0.6%
MFS
58
Madrona Financial Services
Washington
$389K +$13K +366 +3%
MF
59
Madrona Funds
Washington
$389K +$386K +10,907 New
PA
60
PFG Advisors
Arizona
$352K -$142 -4 -0%
SFG
61
StrategIQ Financial Group
Indiana
$320K
BSW
62
Buckingham Strategic Wealth
Missouri
$310K
CA
63
Calton & Associates
Florida
$302K -$1.49K -42 -0.5%
CGL
64
Clarius Group LLC
Washington
$265K -$278K -7,846 -51%
EWA
65
ERTS Wealth Advisors
Michigan
$263K +$9.63K +272 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$261K +$13.5K +381 +5%
FPFS
67
First Personal Financial Services
North Carolina
$128K +$90.9K +2,565 +249%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$120K +$119K +3,354 New
TF
69
TimeScale Financial
Massachusetts
$113K
PCFFS
70
Pacific Center for Financial Services
California
$92K
TFGT
71
TS Financial Group (TSFG)
Illinois
$92K
FAAS
72
First Allied Advisory Services
California
$69K +$68.2K +1,925 New
AIC
73
Ameritas Investment Company
Nebraska
$61K +$60.2K +1,699 New
AF
74
Advisornet Financial
Minnesota
$59K
CFGS
75
Concourse Financial Group Securities
Alabama
$56K -$229K -6,453 -80%