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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
51
RDA Financial Network
Iowa
$787K -$125K -3,296 -14%
EH
52
Equitable Holdings
New York
$722K +$169K +4,435 +30%
MWM
53
Modera Wealth Management
New Jersey
$690K +$77.6K +2,041 +12%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$674K -$180K -4,732 -21%
AssetMark Inc
55
AssetMark Inc
California
$674K +$75.3K +1,981 +12%
CFA
56
Camarda Financial Advisors
Florida
$670K +$13.1K +345 +2%
JCM
57
Janney Capital Management
Pennsylvania
$668K +$681K +17,911 New
LWM
58
Lakeridge Wealth Management
Ohio
$648K +$1.75K +46 +0.3%
FFO
59
Fortitude Family Office
Arizona
$622K +$633K +16,665 New
ACP
60
Aveo Capital Partners
Colorado
$614K +$39.3K +1,035 +7%
WFL
61
Wealth Forward LLC
North Dakota
$608K -$6.39K -168 -1%
AFP
62
Ausdal Financial Partners
Iowa
$604K -$530K -13,954 -46%
PAG
63
Private Advisor Group
New Jersey
$597K -$17.1K -450 -3%
PCG
64
Prosperity Consulting Group
Maryland
$595K -$11.1K -291 -2%
HFS
65
Hantz Financial Services
Michigan
$592K +$603K +15,872 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$540K +$550K +14,465 New
AWM
67
AE Wealth Management
Kansas
$534K -$19.5K -513 -3%
VFG
68
Valley Financial Group
Pennsylvania
$521K -$42.8K -1,127 -7%
Mariner
69
Mariner
Kansas
$484K +$23.4K +616 +5%
TPWA
70
TRUE Private Wealth Advisors
Oregon
$424K
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K -$6.69K -176 -2%
WC
72
Waterloo Capital
Texas
$404K -$339K -8,919 -45%
PGF
73
Plan Group Financial
Oklahoma
$390K -$67.7K -1,780 -15%
MFA
74
Millington Financial Advisors
Illinois
$381K
KAS
75
Kestra Advisory Services
Texas
$380K -$69.4K -1,827 -15%