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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$841K
WA
52
Waverly Advisors
Alabama
$813K +$107K +2,760 +15%
EA
53
Efficient Advisors
Ohio
$792K -$245K -6,317 -24%
Legacy Financial Group (Iowa)
54
Legacy Financial Group (Iowa)
Iowa
$767K +$34.5K +889 +5%
UBS Group
55
UBS Group
Switzerland
$706K -$16K -413 -2%
PFS
56
Prospera Financial Services
Texas
$704K -$1.05M -27,202 -60%
CFD
57
Creative Financial Designs
Indiana
$701K +$278K +7,172 +65%
Citigroup
58
Citigroup
New York
$690K -$76.8K -1,980 -10%
WDL
59
Well Done LLC
Michigan
$643K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$622K -$196K -5,043 -24%
Stifel Financial
61
Stifel Financial
Missouri
$609K +$19.4K +500 +3%
CPIG
62
Chicago Partners Investment Group
Illinois
$564K +$1.55K +40 +0.3%
Jane Street
63
Jane Street
New York
$557K -$349K -9,006 -38%
JP Morgan Chase
64
JP Morgan Chase
New York
$549K -$129K -3,338 -19%
CAG
65
Compass Advisory Group
New York
$544K +$545K +14,063 New
NAS
66
Nicolet Advisory Services
Wisconsin
$539K +$16.6K +427 +3%
FPCP
67
Fort Point Capital Partners
California
$536K -$105K -2,716 -16%
KA
68
Kovack Advisors
Florida
$474K +$266K +6,863 +127%
MML Investors Services
69
MML Investors Services
Massachusetts
$472K -$270K -6,973 -36%
VFP
70
Verus Financial Partners
Virginia
$415K +$8.88K +229 +2%
ACA
71
Aptus Capital Advisors
Alabama
$402K +$403K +10,388 New
DAS
72
Dynamic Advisor Solutions
Arizona
$397K +$4.62K +119 +1%
FPFS
73
First Personal Financial Services
North Carolina
$395K -$13K -335 -3%
PFA
74
Professional Financial Advisors
Nebraska
$374K +$52.9K +1,365 +16%
RJA
75
Raymond James & Associates
Florida
$371K -$40.1K -1,033 -10%