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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
51
Red Cedar Investment Management
Michigan
$553K
JWCA
52
J.W. Cole Advisors
Florida
$510K +$496K +14,012 New
FPCP
53
Fort Point Capital Partners
California
$497K +$483K +13,657 New
AWM
54
Alterna Wealth Management
Texas
$477K +$464K +13,100 New
DAS
55
Dynamic Advisor Solutions
Arizona
$471K +$1.91K +54 +0.4%
BHWM
56
Bay Harbor Wealth Management
Maryland
$468K -$22.8K -644 -5%
VFP
57
Verus Financial Partners
Virginia
$417K +$9.31K +263 +2%
MFS
58
Madrona Financial Services
Washington
$403K +$5.13K +145 +1%
RIL
59
Rothschild Investment LLC
Illinois
$395K
RJA
60
Raymond James & Associates
Florida
$376K -$1.32M -37,213 -78%
NAS
61
Nicolet Advisory Services
Wisconsin
$367K +$30.2K +854 +9%
SFG
62
StrategIQ Financial Group
Indiana
$338K +$2.55K +72 +0.8%
OIA
63
OneDigital Investment Advisors
Kansas
$334K +$318K +8,983 New
TSS
64
Two Sigma Securities
New York
$333K +$324K +9,143 New
PFA
65
Professional Financial Advisors
Nebraska
$322K -$6.51K -184 -2%
Citigroup
66
Citigroup
New York
$309K +$253K +7,150 +540%
PAMG
67
Patton Albertson Miller Group
Tennessee
$293K -$45.9K -1,297 -14%
CFD
68
Creative Financial Designs
Indiana
$293K +$285K +8,057 New
PA
69
PFG Advisors
Arizona
$286K -$8.5K -240 -3%
CFGS
70
Concourse Financial Group Securities
Alabama
$278K
FPFS
71
First Personal Financial Services
North Carolina
$270K +$1.7K +48 +0.7%
OPS
72
Orion Portfolio Solutions
Nebraska
$269K +$255K +7,217 +4,374%
SW
73
SlateStone Wealth
Florida
$268K -$1.17M -33,173 -82%
CWM
74
Cornerstone Wealth Management
Missouri
$241K
NWM
75
Northwest Wealth Management
Iowa
$230K +$1.38K +39 +0.6%