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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$611K +$199K +5,466 +49%
MWM
52
Modera Wealth Management
New Jersey
$605K -$18.3K -501 -3%
WFL
53
Wealth Forward LLC
North Dakota
$605K +$2.01K +55 +0.3%
SOS
54
Silver Oak Securities
Tennessee
$598K +$178K +4,892 +43%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$593K -$61K -1,672 -9%
AssetMark Inc
56
AssetMark Inc
California
$579K -$255 -7 -0%
ACP
57
Aveo Capital Partners
Colorado
$574K -$7.88K -216 -1%
VFG
58
Valley Financial Group
Pennsylvania
$571K -$14.1K -386 -2%
PCG
59
Prosperity Consulting Group
Maryland
$555K +$125K +3,433 +30%
KAS
60
Kestra Advisory Services
Texas
$492K -$1.53K -42 -0.3%
FPFS
61
First Personal Financial Services
North Carolina
$479K -$15K -411 -3%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$476K +$133K +3,647 +40%
GM
63
GeoWealth Management
Illinois
$470K -$5.04M -138,067 -92%
Mariner
64
Mariner
Kansas
$456K +$451K +12,354 New
PGF
65
Plan Group Financial
Oklahoma
$449K +$26.6K +730 +6%
Stifel Financial
66
Stifel Financial
Missouri
$427K +$116K +3,175 +38%
JFG
67
JDM Financial Group
Texas
$425K +$88.8K +2,434 +27%
TPWA
68
TRUE Private Wealth Advisors
Oregon
$420K
MWA
69
Mills Wealth Advisors
Texas
$403K -$42K -1,152 -10%
EH
70
Equitable Holdings
New York
$374K +$81.3K +2,228 +28%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$368K -$588K -16,107 -62%
MFA
72
Millington Financial Advisors
Illinois
$364K -$22K -603 -6%
SWM
73
Spire Wealth Management
Virginia
$361K -$39K -1,070 -10%
RWM
74
Reston Wealth Management
Virginia
$358K +$8.61K +236 +2%
WC
75
Waterloo Capital
Texas
$352K -$96.9K -2,656 -22%