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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$778K +$488K +14,114 +191%
DWM
52
Darwin Wealth Management
Florida
$761K -$49.9K -1,443 -6%
PAG
53
Private Advisor Group
New Jersey
$687K +$8.99K +260 +1%
CFA
54
Camarda Financial Advisors
Florida
$670K -$33.4K -966 -5%
WC
55
Waterloo Capital
Texas
$665K +$350K +10,127 +122%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K -$26.1K -754 -4%
FHA
57
Flagship Harbor Advisors
Massachusetts
$614K +$27K +780 +5%
MWM
58
Modera Wealth Management
New Jersey
$605K +$6.57K +190 +1%
RW
59
REDW Wealth
New Mexico
$602K +$576K +16,665 New
VFG
60
Valley Financial Group
Pennsylvania
$589K +$563K +16,282 New
WFL
61
Wealth Forward LLC
North Dakota
$586K +$561K +16,213 New
ACP
62
Aveo Capital Partners
Colorado
$569K -$252K -7,293 -32%
WA
63
Waverly Advisors
Alabama
$545K -$98.1K -2,836 -16%
KAS
64
Kestra Advisory Services
Texas
$527K -$47.5K -1,373 -9%
FPFS
65
First Personal Financial Services
North Carolina
$477K +$2.11K +61 +0.5%
G
66
Gainplan
Michigan
$475K +$6.05K +175 +1%
MWA
67
Mills Wealth Advisors
Texas
$454K -$4.05K -117 -0.9%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$444K +$46.6K +1,348 +12%
PGF
69
Plan Group Financial
Oklahoma
$436K -$32.9K -951 -7%
SWM
70
Spire Wealth Management
Virginia
$427K -$130K -3,758 -24%
BAM
71
Belpointe Asset Management
Nevada
$409K -$47.5K -1,374 -11%
MML Investors Services
72
MML Investors Services
Massachusetts
$388K -$6.09K -176 -2%
FPAS
73
Focus Partners Advisor Solutions
Missouri
$386K -$154K -4,459 -29%
FWP
74
Family Wealth Partners
North Carolina
$386K +$370K +10,689 New
TPWA
75
TRUE Private Wealth Advisors
Oregon
$386K