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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$614K +$70.6K +1,967 +13%
WDL
52
Well Done LLC
Michigan
$612K +$754 +21 +0.1%
BHWM
53
Bay Harbor Wealth Management
Maryland
$599K -$5.24K -146 -0.9%
UBS Group
54
UBS Group
Switzerland
$588K -$1.76K -49 -0.3%
DAS
55
Dynamic Advisor Solutions
Arizona
$478K -$36.2K -1,008 -7%
TWP
56
Tempus Wealth Planning
California
$466K +$462K +12,867 New
NAS
57
Nicolet Advisory Services
Wisconsin
$459K -$255K -7,114 -36%
PAMG
58
Patton Albertson Miller Group
Tennessee
$436K +$2.08K +58 +0.5%
RIL
59
Rothschild Investment LLC
Illinois
$422K
NWM
60
Northwest Wealth Management
Iowa
$418K -$38.8K -1,082 -9%
VFP
61
Verus Financial Partners
Virginia
$411K -$10.9K -305 -3%
ACP
62
Aveo Capital Partners
Colorado
$403K +$2.51K +70 +0.6%
MFS
63
Madrona Financial Services
Washington
$396K +$1K +28 +0.3%
SCM
64
Stonehearth Capital Management
Massachusetts
$392K -$62.9K -1,752 -14%
PA
65
PFG Advisors
Arizona
$356K -$4.31K -120 -1%
SFG
66
StrategIQ Financial Group
Indiana
$327K +$1.36K +38 +0.4%
Truist Financial
67
Truist Financial
North Carolina
$317K +$313K +8,728 New
BSW
68
Buckingham Strategic Wealth
Missouri
$315K
UWM
69
USAdvisors Wealth Management
Minnesota
$305K +$303K +8,429 New
LWAC
70
Laurel Wealth Advisors (California)
California
$293K +$290K +8,075 New
EWA
71
ERTS Wealth Advisors
Michigan
$288K +$20K +556 +8%
CA
72
Calton & Associates
Florida
$280K -$26.7K -744 -9%
CFGS
73
Concourse Financial Group Securities
Alabama
$279K +$220K +6,127 +389%
CGL
74
Clarius Group LLC
Washington
$272K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$271K +$148K +4,115 +123%