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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$685K +$680K +19,424 New
PAG
52
Private Advisor Group
New Jersey
$679K -$24K -685 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$675K +$325K +9,277 +94%
SL
54
Sentinus LLC
Illinois
$653K +$79.5K +2,270 +14%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$607K +$60.1K +1,716 +11%
FHA
56
Flagship Harbor Advisors
Massachusetts
$601K +$8.23K +235 +1%
MWM
57
Modera Wealth Management
New Jersey
$583K
MWA
58
Mills Wealth Advisors
Texas
$556K -$33.9K -968 -6%
CAM
59
Congress Asset Management
Massachusetts
$534K -$1.36M -38,985 -72%
RWM
60
Reston Wealth Management
Virginia
$517K +$7.74K +221 +2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$481K -$147K -4,203 -24%
FPFS
62
First Personal Financial Services
North Carolina
$480K +$12.8K +366 +3%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$479K -$160K -4,559 -25%
CPIG
64
Chicago Partners Investment Group
Illinois
$475K +$2.13K +61 +0.5%
G
65
Gainplan
Michigan
$458K -$315 -9 -0.1%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$457K +$18.6K +530 +4%
BAM
67
Belpointe Asset Management
Nevada
$446K -$5.01K -143 -1%
SOS
68
Silver Oak Securities
Tennessee
$444K -$2.49K -71 -0.6%
IA
69
IFP Advisors
Florida
$437K +$143K +4,086 +49%
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
$406K -$10.7K -305 -3%
AA
71
Advisory Alpha
Michigan
$397K +$395K +11,271 New
AAS
72
Avantax Advisory Services
Texas
$386K -$7.6K -217 -2%
RFA
73
RTD Financial Advisors
Pennsylvania
$381K +$379K +10,822 New
TPWA
74
TRUE Private Wealth Advisors
Oregon
$377K -$135K -3,858 -27%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$375K