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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.12M +$469K +13,173 +69%
AAS
52
Annex Advisory Services
Wisconsin
$1.09M -$8.55K -240 -0.8%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$990K +$84.4K +2,369 +9%
HIP
54
Harrell Investment Partners
Texas
$989K -$67.6K -1,896 -6%
PAG
55
Private Advisor Group
New Jersey
$923K -$77.6K -2,177 -8%
Truist Financial
56
Truist Financial
North Carolina
$911K +$336K +9,432 +56%
PAA
57
Peregrine Asset Advisers
Oregon
$902K -$233K -6,543 -20%
CIAS
58
Capital Investment Advisory Services
North Carolina
$894K
ACP
59
Aveo Capital Partners
Colorado
$711K
FPAS
60
Focus Partners Advisor Solutions
Missouri
$700K +$36.1K +1,013 +5%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$697K +$12.4K +347 +2%
RWM
62
Reston Wealth Management
Virginia
$694K -$58.6K -1,644 -8%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$687K
RBFC
64
Roman Butler Fullerton & Co
Missouri
$661K +$681K +19,100 New
CCM
65
Coldstream Capital Management
Washington
$632K +$651K +18,270 New
SPC
66
Sigma Planning Corp
Michigan
$600K -$380K -10,664 -38%
WA
67
Waverly Advisors
Alabama
$600K -$160K -4,487 -21%
FAIM
68
Financial Advocates Investment Management
Washington
$588K -$892K -25,025 -60%
MWM
69
Modera Wealth Management
New Jersey
$559K
SOS
70
Silver Oak Securities
Tennessee
$494K -$1.8M -50,399 -78%
MML Investors Services
71
MML Investors Services
Massachusetts
$489K -$51.4K -1,441 -9%
IF
72
Integrity Financial
Wyoming
$488K +$45.3K +1,272 +10%
WWM
73
Western Wealth Management
Colorado
$483K
NAS
74
Nicolet Advisory Services
Wisconsin
$481K -$29.3K -821 -6%
TWP
75
Tempus Wealth Planning
California
$472K -$315K -8,843 -39%