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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Barber Financial Group
Kansas
$1.16M -$457K -11,598 -29%
CWA
52
Clearview Wealth Advisors
Oregon
$1.07M +$143K +3,640 +16%
ACP
53
Aveo Capital Partners
Colorado
$1.06M -$47.3K -1,200 -4%
CIAS
54
Capital Investment Advisory Services
North Carolina
$1.04M +$12.1K +308 +1%
Legacy Financial Group (Iowa)
55
Legacy Financial Group (Iowa)
Iowa
$888K +$97.2K +2,467 +12%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$866K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$864K -$14.9K -378 -2%
WA
58
Waverly Advisors
Alabama
$846K +$13.4K +340 +2%
AIC
59
Ameritas Investment Company
Nebraska
$831K +$30.7K +779 +14%
EA
60
Efficient Advisors
Ohio
$734K -$80.4K -2,042 -10%
UBS Group
61
UBS Group
Switzerland
$723K -$3.66K -93 -0.5%
Citigroup
62
Citigroup
New York
$720K +$9.57K +243 +1%
CFD
63
Creative Financial Designs
Indiana
$693K -$28.9K -734 -4%
PFS
64
Prospera Financial Services
Texas
$668K -$56.3K -1,430 -8%
WDL
65
Well Done LLC
Michigan
$662K
CW
66
CreativeOne Wealth
Kansas
$656K +$650K +16,493 New
Stifel Financial
67
Stifel Financial
Missouri
$635K +$7.88K +200 +1%
Citadel Advisors
68
Citadel Advisors
Florida
$590K -$1.12M -28,425 -66%
NAS
69
Nicolet Advisory Services
Wisconsin
$574K +$18.5K +470 +3%
VWA
70
Visionary Wealth Advisors
Illinois
$546K +$540K +13,718 New
BAM
71
Belpointe Asset Management
Nevada
$545K +$189K +4,786 +54%
MML Investors Services
72
MML Investors Services
Massachusetts
$535K +$48.4K +1,228 +10%
JP Morgan Chase
73
JP Morgan Chase
New York
$530K -$35.4K -899 -6%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$527K -$112K -2,853 -18%
DAS
75
Dynamic Advisor Solutions
Arizona
$520K +$110K +2,789 +27%