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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$823K +$109K +3,163 +16%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$780K -$585K -16,924 -43%
RL
53
Retireful LLC
Michigan
$773K +$765K +22,121 New
PAG
54
Private Advisor Group
New Jersey
$698K -$27.5K -794 -4%
WA
55
Waverly Advisors
Alabama
$685K +$196K +5,663 +41%
CAN
56
Cetera Advisor Networks
California
$666K -$173K -5,001 -21%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$635K -$48.7K -1,408 -7%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$624K -$10.1M -292,484 -94%
FHA
59
Flagship Harbor Advisors
Massachusetts
$588K +$103K +2,972 +21%
MWA
60
Mills Wealth Advisors
Texas
$585K -$110K -3,175 -16%
MWM
61
Modera Wealth Management
New Jersey
$578K +$8.33K +241 +1%
SL
62
Sentinus LLC
Illinois
$568K +$152K +4,394 +37%
HIP
63
Harrell Investment Partners
Texas
$565K
FPAS
64
Focus Partners Advisor Solutions
Missouri
$542K +$38.1K +1,101 +8%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$509K +$503K +14,545 New
RWM
66
Reston Wealth Management
Virginia
$505K -$60.8K -1,757 -11%
Citadel Advisors
67
Citadel Advisors
Florida
$496K +$491K +14,199 New
CPIG
68
Chicago Partners Investment Group
Illinois
$473K +$223K +6,436 +91%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$465K +$460K +13,290 New
FPFS
70
First Personal Financial Services
North Carolina
$464K +$44.5K +1,288 +11%
G
71
Gainplan
Michigan
$454K +$7.88K +228 +2%
RJA
72
Raymond James & Associates
Florida
$454K -$21.2M -613,799 -98%
BAM
73
Belpointe Asset Management
Nevada
$448K -$1.69K -49 -0.4%
SOS
74
Silver Oak Securities
Tennessee
$443K -$20.9K -605 -5%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$435K -$109K -3,161 -20%