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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
51
Franklin Resources
California
$952K +$950K +28,331 New
CA
52
Cetera Advisors
Colorado
$952K -$88.2K -2,632 -9%
HI
53
Harbour Investments
Wisconsin
$937K -$287K -8,572 -24%
CIAS
54
Capital Investment Advisory Services
North Carolina
$868K -$737 -22 -0.1%
TA
55
Tiedemann Advisors
New York
$863K +$861K +25,674 New
AssetMark Inc
56
AssetMark Inc
California
$856K -$259K -7,739 -23%
KFP
57
KMG Fiduciary Partners
Ohio
$812K +$810K +24,172 New
CAN
58
Cetera Advisor Networks
California
$808K +$806K +24,040 New
UBS Group
59
UBS Group
Switzerland
$727K -$242K -7,220 -25%
Goldman Sachs
60
Goldman Sachs
New York
$718K -$92.8K -2,768 -11%
ACP
61
Aveo Capital Partners
Colorado
$685K -$2.01K -60 -0.3%
MWA
62
Mills Wealth Advisors
Texas
$669K +$667K +19,912 New
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K -$31.5K -941 -5%
CWM
64
Chicago Wealth Management
Illinois
$641K +$639K +19,068 New
JCM
65
Janney Capital Management
Pennsylvania
$577K +$576K +17,175 New
HIP
66
Harrell Investment Partners
Texas
$550K -$180K -5,366 -25%
MWM
67
Modera Wealth Management
New Jersey
$548K
RWM
68
Reston Wealth Management
Virginia
$544K -$129K -3,844 -19%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$524K +$152K +4,529 +41%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$484K -$684K -20,393 -59%
WA
71
Waverly Advisors
Alabama
$468K -$102K -3,048 -18%
FHA
72
Flagship Harbor Advisors
Massachusetts
$465K +$68.2K +2,035 +17%
IF
73
Integrity Financial
Wyoming
$459K -$19.8K -590 -4%
SOS
74
Silver Oak Securities
Tennessee
$446K -$1.22M -36,526 -73%
NAS
75
Nicolet Advisory Services
Wisconsin
$433K -$44.1K -1,316 -10%