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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$700K -$630K -16,931 -47%
Citigroup
52
Citigroup
New York
$690K +$376K +10,100 +119%
WA
53
Waverly Advisors
Alabama
$686K +$186 +5 +0%
WDL
54
Well Done LLC
Michigan
$619K -$11.2K -302 -2%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$604K +$605K +16,250 New
Stifel Financial
56
Stifel Financial
Missouri
$601K -$18.4K -495 -3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$548K -$117K -3,137 -18%
DAS
58
Dynamic Advisor Solutions
Arizona
$483K +$2.38K +64 +0.5%
BHWM
59
Bay Harbor Wealth Management
Maryland
$470K -$7.26K -195 -2%
AWM
60
Alterna Wealth Management
Texas
$458K -$28.7K -772 -6%
Wolverine Trading
61
Wolverine Trading
Illinois
$430K +$430K +11,560 New
MFS
62
Madrona Financial Services
Washington
$422K +$11.4K +307 +3%
CFD
63
Creative Financial Designs
Indiana
$406K +$106K +2,854 +35%
Citadel Advisors
64
Citadel Advisors
Florida
$404K -$241K -6,464 -37%
NAS
65
Nicolet Advisory Services
Wisconsin
$386K +$11.5K +308 +3%
FPFS
66
First Personal Financial Services
North Carolina
$370K +$94.1K +2,527 +34%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$365K +$365K +9,814 New
OPS
68
Orion Portfolio Solutions
Nebraska
$336K +$61.2K +1,645 +22%
OIA
69
OneDigital Investment Advisors
Kansas
$334K +$596 +16 +0.2%
CPIG
70
Chicago Partners Investment Group
Illinois
$330K +$331K +8,899 New
CFGS
71
Concourse Financial Group Securities
Alabama
$326K +$42.8K +1,149 +15%
RIL
72
Rothschild Investment LLC
Illinois
$316K -$87.5K -2,350 -22%
PFA
73
Professional Financial Advisors
Nebraska
$314K -$11.5K -308 -3%
PAMG
74
Patton Albertson Miller Group
Tennessee
$306K +$7.07K +190 +2%
KA
75
Kovack Advisors
Florida
$294K +$294K +7,904 New