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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$1.3M -$92K -2,306 -7%
Stifel Financial
52
Stifel Financial
Missouri
$1.17M +$492K +12,337 +73%
CWA
53
Clearview Wealth Advisors
Oregon
$1.14M -$123K -3,094 -10%
SPC
54
Sigma Planning Corp
Michigan
$1.12M -$313K -7,848 -22%
PAG
55
Private Advisor Group
New Jersey
$1.12M -$27.4K -688 -2%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$1.05M +$1.05M +26,382 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$1.04M +$8.86K +222 +0.9%
TWP
58
Tempus Wealth Planning
California
$1.04M +$100K +2,507 +11%
CHA
59
Cooper/Haims Advisors
New York
$976K
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$970K
RWM
61
Reston Wealth Management
Virginia
$880K -$121K -3,031 -12%
UWM
62
USAdvisors Wealth Management
Minnesota
$873K -$5.9M -148,000 -87%
Renaissance Technologies
63
Renaissance Technologies
New York
$856K +$854K +21,400 New
WA
64
Waverly Advisors
Alabama
$836K +$10.1K +253 +1%
ACP
65
Aveo Capital Partners
Colorado
$831K +$18K +450 +2%
FWA
66
FSC Wealth Advisors
New York
$813K +$811K +20,321 New
AWM
67
Axxcess Wealth Management
California
$805K +$802K +20,109 New
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K +$282K +7,075 +55%
EA
69
Efficient Advisors
Ohio
$790K +$39.4K +987 +5%
UBS Group
70
UBS Group
Switzerland
$787K -$11K -275 -1%
PA
71
PFG Advisors
Arizona
$766K +$48.1K +1,207 +7%
FPCP
72
Fort Point Capital Partners
California
$701K +$50.2K +1,258 +8%
OC
73
Oppenheimer & Co
New York
$670K +$668K +16,739 New
CFD
74
Creative Financial Designs
Indiana
$665K +$68.9K +1,728 +12%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$656K +$655K +16,408 New