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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$516K -$9.79M -274,491 -95%
RCIM
52
Red Cedar Investment Management
Michigan
$513K -$3.27M -91,763 -86%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$473K +$499K +13,996 New
Citadel Advisors
54
Citadel Advisors
Florida
$460K +$486K +13,632 New
BHWM
55
Bay Harbor Wealth Management
Maryland
$456K -$109K -3,049 -18%
DAS
56
Dynamic Advisor Solutions
Arizona
$435K -$11.1K -312 -2%
ACP
57
Aveo Capital Partners
Colorado
$412K +$38.7K +1,086 +10%
VFP
58
Verus Financial Partners
Virginia
$378K -$5.31K -149 -1%
MFS
59
Madrona Financial Services
Washington
$369K -$820 -23 -0.2%
RIL
60
Rothschild Investment LLC
Illinois
$367K -$28.5K -800 -7%
LWAC
61
Laurel Wealth Advisors (California)
California
$332K +$62.4K +1,750 +22%
PFA
62
Professional Financial Advisors
Nebraska
$318K +$321K +9,015 New
PAMG
63
Patton Albertson Miller Group
Tennessee
$315K -$96.1K -2,696 -22%
SFG
64
StrategIQ Financial Group
Indiana
$312K +$7.13K +200 +2%
NAS
65
Nicolet Advisory Services
Wisconsin
$311K -$123K -3,460 -27%
SCM
66
Stonehearth Capital Management
Massachusetts
$309K -$59.5K -1,668 -15%
PA
67
PFG Advisors
Arizona
$279K -$63.4K -1,779 -18%
AIC
68
Ameritas Investment Company
Nebraska
$275K +$246K +6,907 +529%
CFGS
69
Concourse Financial Group Securities
Alabama
$258K -$2.57K -72 -0.9%
FPFS
70
First Personal Financial Services
North Carolina
$249K +$87.1K +2,443 +50%
RWM
71
Ritholtz Wealth Management
New York
$233K +$246K +6,907 New
CWM
72
Cornerstone Wealth Management
Missouri
$223K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$215K -$39.3K -1,102 -15%
NWM
74
Northwest Wealth Management
Iowa
$213K -$187K -5,245 -45%
EH
75
Equitable Holdings
New York
$209K -$8.02K -225 -4%