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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$1.01M -$1.7M -44,396 -62%
AWS
52
Atria Wealth Solutions
New York
$995K +$1.01M +26,429 New
FPCP
53
Fort Point Capital Partners
California
$983K +$329K +8,578 +49%
CIAS
54
Capital Investment Advisory Services
North Carolina
$974K -$3.1K -81 -0.3%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$960K -$2.03K -53 -0.2%
Goldman Sachs
56
Goldman Sachs
New York
$950K +$967K +25,225 New
TWP
57
Tempus Wealth Planning
California
$848K -$132K -3,438 -13%
MFS
58
Madrona Financial Services
Washington
$844K -$5.44M -141,990 -86%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$841K -$26.9K -702 -3%
WA
60
Waverly Advisors
Alabama
$823K +$1.84K +48 +0.2%
RWM
61
Reston Wealth Management
Virginia
$818K -$10.9K -284 -1%
BPA
62
Beacon Pointe Advisors
California
$790K +$804K +20,978 New
ACP
63
Aveo Capital Partners
Colorado
$775K -$7.55K -197 -0.9%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$749K +$38 +1 +0%
Legacy Financial Group (Iowa)
65
Legacy Financial Group (Iowa)
Iowa
$747K +$296K +7,734 +64%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$725K +$737K +19,224 New
UBS Group
67
UBS Group
Switzerland
$720K -$21.5K -562 -3%
CCFM
68
Clear Creek Financial Management
Washington
$676K -$2.82M -73,447 -80%
Truist Financial
69
Truist Financial
North Carolina
$637K -$733K -19,135 -53%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$637K +$648K +16,916 New
UWM
71
USAdvisors Wealth Management
Minnesota
$614K -$211K -5,518 -25%
MWM
72
Modera Wealth Management
New Jersey
$609K
BAM
73
Belpointe Asset Management
Nevada
$596K -$7.51K -196 -1%
MML Investors Services
74
MML Investors Services
Massachusetts
$587K +$60.3K +1,572 +11%
SS
75
Sunbelt Securities
Texas
$559K -$46.6K -1,217 -8%