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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$972K +$175K +4,617 +23%
Jane Street
52
Jane Street
New York
$907K +$628K +16,537 +241%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$843K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$819K +$430K +11,331 +115%
Citigroup
55
Citigroup
New York
$769K +$47.8K +1,260 +7%
MML Investors Services
56
MML Investors Services
Massachusetts
$743K -$396K -10,423 -35%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$734K +$719K +18,947 New
UBS Group
58
UBS Group
Switzerland
$724K -$60.4K -1,592 -8%
WA
59
Waverly Advisors
Alabama
$704K -$26.1K -689 -4%
Charles Schwab
60
Charles Schwab
California
$696K +$682K +17,969 New
JP Morgan Chase
61
JP Morgan Chase
New York
$680K -$48.8K -1,285 -7%
WDL
62
Well Done LLC
Michigan
$645K
FPCP
63
Fort Point Capital Partners
California
$643K -$140K -3,697 -18%
CWA
64
Clearview Wealth Advisors
Oregon
$594K +$581K +15,322 New
Stifel Financial
65
Stifel Financial
Missouri
$591K -$34.7K -915 -6%
CPIG
66
Chicago Partners Investment Group
Illinois
$557K +$204K +5,377 +60%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$541K -$1.81M -47,792 -77%
NAS
68
Nicolet Advisory Services
Wisconsin
$524K +$120K +3,152 +30%
AWM
69
Alterna Wealth Management
Texas
$478K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$473K -$96.2K -2,535 -17%
CFD
71
Creative Financial Designs
Indiana
$425K +$2.5K +66 +0.6%
RJA
72
Raymond James & Associates
Florida
$412K +$120K +3,156 +42%
FPFS
73
First Personal Financial Services
North Carolina
$409K +$23.1K +610 +6%
VFP
74
Verus Financial Partners
Virginia
$404K +$395K +10,421 New
BHWM
75
Bay Harbor Wealth Management
Maryland
$398K -$90.5K -2,385 -19%