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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$941K -$119K -3,441 -11%
CIAS
52
Capital Investment Advisory Services
North Carolina
$844K
PAA
53
Peregrine Asset Advisers
Oregon
$815K -$38.6K -1,112 -4%
PAG
54
Private Advisor Group
New Jersey
$806K -$69.3K -1,998 -7%
Goldman Sachs
55
Goldman Sachs
New York
$787K +$837K +24,126 New
CF
56
Centaurus Financial
California
$753K -$835K -24,065 -51%
HIP
57
Harrell Investment Partners
Texas
$709K -$238K -6,874 -24%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$669K +$21.6K +623 +3%
ACP
59
Aveo Capital Partners
Colorado
$667K -$4.16K -120 -0.6%
SPIA
60
Steward Partners Investment Advisory
New York
$663K +$647K +18,655 +1,122%
RWM
61
Reston Wealth Management
Virginia
$654K -$1.01K -29 -0.1%
Stifel Financial
62
Stifel Financial
Missouri
$582K -$2.24M -64,731 -78%
WA
63
Waverly Advisors
Alabama
$553K -$13.2K -380 -2%
MWM
64
Modera Wealth Management
New Jersey
$531K +$4.51K +130 +0.8%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$480K -$704K -20,311 -58%
IF
66
Integrity Financial
Wyoming
$465K +$4.41K +127 +0.9%
NAS
67
Nicolet Advisory Services
Wisconsin
$448K -$2.77K -80 -0.6%
PA
68
PFG Advisors
Arizona
$431K +$459K +13,223 New
RFA
69
RTD Financial Advisors
Pennsylvania
$423K +$1.11K +32 +0.2%
BAM
70
Belpointe Asset Management
Nevada
$417K -$5.2K -150 -1%
G
71
Gainplan
Michigan
$417K
FPFS
72
First Personal Financial Services
North Carolina
$411K +$5.72K +165 +1%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$407K -$267K -7,702 -38%
IA
74
IFP Advisors
Florida
$394K -$21.7K -626 -5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$385K +$52.1K +1,503 +15%