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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Reston Wealth Management
Virginia
$989K -$1.51M -37,785 -60%
CHA
52
Cooper/Haims Advisors
New York
$963K +$976K +24,389 New
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$958K +$99.4K +2,482 +11%
TWP
54
Tempus Wealth Planning
California
$926K +$648K +16,193 +224%
WA
55
Waverly Advisors
Alabama
$862K +$19.9K +496 +2%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$860K -$20.9K -523 -2%
ACP
57
Aveo Capital Partners
Colorado
$803K -$256K -6,400 -24%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$798K -$60.2K -1,503 -7%
Citadel Advisors
59
Citadel Advisors
Florida
$797K +$214K +5,352 +36%
UBS Group
60
UBS Group
Switzerland
$788K +$71.5K +1,787 +10%
EA
61
Efficient Advisors
Ohio
$741K +$12.8K +319 +2%
FAAM
62
First Ascent Asset Management
Colorado
$715K +$724K +18,091 New
PA
63
PFG Advisors
Arizona
$709K +$718K +17,942 New
AIC
64
Ameritas Investment Company
Nebraska
$703K +$464K +11,586 +187%
Stifel Financial
65
Stifel Financial
Missouri
$664K +$34K +850 +5%
WDL
66
Well Done LLC
Michigan
$657K
FPCP
67
Fort Point Capital Partners
California
$642K -$540K -13,494 -45%
MWM
68
Modera Wealth Management
New Jersey
$638K +$647K +16,163 New
MML Investors Services
69
MML Investors Services
Massachusetts
$610K +$80.3K +2,005 +15%
CIA
70
Compass Ion Advisors
Pennsylvania
$600K +$608K +15,179 New
CFD
71
Creative Financial Designs
Indiana
$588K -$101K -2,520 -14%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$568K +$45.3K +1,131 +9%
NAS
73
Nicolet Advisory Services
Wisconsin
$567K -$3.16K -79 -0.5%
BAM
74
Belpointe Asset Management
Nevada
$549K +$7.81K +195 +1%
JP Morgan Chase
75
JP Morgan Chase
New York
$514K -$11.2K -279 -2%