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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$753K +$33.5K +900 +5%
JP Morgan Chase
52
JP Morgan Chase
New York
$700K -$630K -16,931 -47%
Citigroup
53
Citigroup
New York
$690K +$376K +10,100 +119%
WA
54
Waverly Advisors
Alabama
$686K +$186 +5 +0%
WDL
55
Well Done LLC
Michigan
$619K -$11.2K -302 -2%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$604K +$605K +16,250 New
Stifel Financial
57
Stifel Financial
Missouri
$601K -$18.4K -495 -3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$548K -$117K -3,137 -18%
DAS
59
Dynamic Advisor Solutions
Arizona
$483K +$2.38K +64 +0.5%
BHWM
60
Bay Harbor Wealth Management
Maryland
$470K -$7.26K -195 -2%
AWM
61
Alterna Wealth Management
Texas
$458K -$28.7K -772 -6%
Wolverine Trading
62
Wolverine Trading
Illinois
$430K +$430K +11,560 New
MFS
63
Madrona Financial Services
Washington
$422K +$11.4K +307 +3%
CFD
64
Creative Financial Designs
Indiana
$406K +$106K +2,854 +35%
Citadel Advisors
65
Citadel Advisors
Florida
$404K -$241K -6,464 -37%
NAS
66
Nicolet Advisory Services
Wisconsin
$386K +$11.5K +308 +3%
FPFS
67
First Personal Financial Services
North Carolina
$370K +$94.1K +2,527 +34%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$365K +$365K +9,814 New
OPS
69
Orion Portfolio Solutions
Nebraska
$336K +$61.2K +1,645 +22%
OIA
70
OneDigital Investment Advisors
Kansas
$334K +$596 +16 +0.2%
CPIG
71
Chicago Partners Investment Group
Illinois
$330K +$331K +8,899 New
CFGS
72
Concourse Financial Group Securities
Alabama
$326K +$42.8K +1,149 +15%
RIL
73
Rothschild Investment LLC
Illinois
$316K -$87.5K -2,350 -22%
PFA
74
Professional Financial Advisors
Nebraska
$314K -$11.5K -308 -3%
PAMG
75
Patton Albertson Miller Group
Tennessee
$306K +$7.07K +190 +2%