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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFL
51
Wealth Forward LLC
North Dakota
$637K +$3.1K +82 +0.5%
PAG
52
Private Advisor Group
New Jersey
$637K -$78.3K -2,073 -11%
MWM
53
Modera Wealth Management
New Jersey
$636K +$2.23K +59 +0.4%
PCG
54
Prosperity Consulting Group
Maryland
$628K +$46.2K +1,225 +8%
AssetMark Inc
55
AssetMark Inc
California
$622K +$14.9K +395 +3%
ACP
56
Aveo Capital Partners
Colorado
$597K -$3.77K -100 -0.6%
VFG
57
Valley Financial Group
Pennsylvania
$583K -$14.5K -385 -2%
EH
58
Equitable Holdings
New York
$577K +$182K +4,814 +48%
AWM
59
AE Wealth Management
Kansas
$573K -$784K -20,764 -58%
FPFS
60
First Personal Financial Services
North Carolina
$520K +$17.9K +474 +4%
Mariner
61
Mariner
Kansas
$478K +$340 +9 +0.1%
Stifel Financial
62
Stifel Financial
Missouri
$476K +$28.3K +749 +6%
PGF
63
Plan Group Financial
Oklahoma
$473K +$2.91K +77 +0.6%
KAS
64
Kestra Advisory Services
Texas
$465K -$48.5K -1,284 -10%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$440K
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K -$185K -4,896 -30%
RJA
67
Raymond James & Associates
Florida
$416K -$218K -5,775 -35%
IWC
68
Integrated Wealth Concepts
Massachusetts
$409K +$399K +10,576 New
MFA
69
Millington Financial Advisors
Illinois
$391K +$8.87K +235 +2%
MWA
70
Mills Wealth Advisors
Texas
$381K -$39.4K -1,043 -10%
SWM
71
Spire Wealth Management
Virginia
$378K
IWP
72
Insight Wealth Partners
Texas
$363K +$111K +2,931 +45%
CPIG
73
Chicago Partners Investment Group
Illinois
$360K +$2.3K +61 +0.6%
RFA
74
RTD Financial Advisors
Pennsylvania
$343K -$38 -1 -0%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$337K -$155K -4,117 -32%