We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K +$171K +4,896 +36%
WA
52
Waverly Advisors
Alabama
$608K -$55.6K -1,596 -8%
MWM
53
Modera Wealth Management
New Jersey
$562K
FHA
54
Flagship Harbor Advisors
Massachusetts
$550K -$29.8K -854 -5%
KAS
55
Kestra Advisory Services
Texas
$542K -$383K -10,983 -41%
SWM
56
Spire Wealth Management
Virginia
$533K -$308K -8,838 -36%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$514K -$72.6K -2,082 -12%
FPFS
58
First Personal Financial Services
North Carolina
$446K -$16.9K -484 -4%
PGF
59
Plan Group Financial
Oklahoma
$442K +$454K +13,019 New
G
60
Gainplan
Michigan
$441K -$488 -14 -0.1%
BAM
61
Belpointe Asset Management
Nevada
$431K +$1.15K +33 +0.3%
MWA
62
Mills Wealth Advisors
Texas
$431K -$108K -3,092 -20%
AAS
63
Avantax Advisory Services
Texas
$381K +$9.17K +263 +2%
JAWM
64
J. Arnold Wealth Management
Ohio
$375K +$384K +11,018 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$372K -$70.3K -2,015 -16%
MML Investors Services
66
MML Investors Services
Massachusetts
$371K -$287K -8,239 -43%
RFA
67
RTD Financial Advisors
Pennsylvania
$369K +$1.53K +44 +0.4%
RWM
68
Reston Wealth Management
Virginia
$368K -$133K -3,817 -26%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$363K
CAN
70
Cetera Advisor Networks
California
$359K +$11.3K +324 +3%
Legacy Financial Group (Iowa)
71
Legacy Financial Group (Iowa)
Iowa
$349K -$42.9K -1,229 -11%
AA
72
Advisory Alpha
Michigan
$334K -$50.3K -1,443 -13%
MFA
73
Millington Financial Advisors
Illinois
$333K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$329K -$10.6K -304 -3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$327K +$336K +9,625 New