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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
REDW Wealth
New Mexico
$614K
WFL
52
Wealth Forward LLC
North Dakota
$601K +$4.34K +120 +0.7%
VFG
53
Valley Financial Group
Pennsylvania
$584K -$15.3K -424 -3%
AssetMark Inc
54
AssetMark Inc
California
$578K -$328K -9,058 -37%
ACP
55
Aveo Capital Partners
Colorado
$571K
CAN
56
Cetera Advisor Networks
California
$531K +$297K +8,205 +132%
FPFS
57
First Personal Financial Services
North Carolina
$493K +$6.55K +181 +1%
KAS
58
Kestra Advisory Services
Texas
$492K -$44.6K -1,231 -8%
G
59
Gainplan
Michigan
$484K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$482K -$2.93M -80,829 -86%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$458K -$7.24M -199,953 -94%
WC
62
Waterloo Capital
Texas
$449K -$225K -6,212 -34%
MWA
63
Mills Wealth Advisors
Texas
$444K -$18.1K -500 -4%
PCG
64
Prosperity Consulting Group
Maryland
$427K +$193K +5,337 +85%
PGF
65
Plan Group Financial
Oklahoma
$420K -$23.6K -651 -5%
TPWA
66
TRUE Private Wealth Advisors
Oregon
$419K +$25.1K +693 +6%
BAM
67
Belpointe Asset Management
Nevada
$419K +$1.88K +52 +0.5%
SOS
68
Silver Oak Securities
Tennessee
$416K -$1.78M -49,110 -81%
RJA
69
Raymond James & Associates
Florida
$408K -$15.4M -424,613 -97%
SWM
70
Spire Wealth Management
Virginia
$399K -$39.4K -1,088 -9%
MFA
71
Millington Financial Advisors
Illinois
$386K +$24.1K +667 +7%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$372K +$130K +3,603 +55%
MML Investors Services
73
MML Investors Services
Massachusetts
$355K -$39.5K -1,091 -10%
CPIG
74
Chicago Partners Investment Group
Illinois
$350K +$40.2K +1,110 +13%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$350K +$344K +9,510 New