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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$583K +$214K +5,443 +60%
MFS
52
Madrid Financial Services
California
$575K -$143K -3,632 -20%
WC
53
Waterloo Capital
Texas
$562K +$131K +3,329 +31%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$562K +$224K +5,677 +69%
AFP
55
Ausdal Financial Partners
Iowa
$534K -$52.2K -1,326 -9%
TPWA
56
TRUE Private Wealth Advisors
Oregon
$508K +$50.4K +1,279 +11%
UW
57
Unique Wealth
Florida
$495K
PCG
58
Prosperity Consulting Group
Maryland
$486K -$58.2K -1,476 -11%
VFG
59
Valley Financial Group
Pennsylvania
$482K -$16.9K -430 -3%
Citadel Advisors
60
Citadel Advisors
Florida
$474K +$203K +5,149 +78%
SOS
61
Silver Oak Securities
Tennessee
$466K -$6.82K -173 -1%
AWA
62
Archvest Wealth Advisors
California
$463K -$3.61M -91,514 -89%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$441K
AWM
64
AE Wealth Management
Kansas
$435K -$85.1K -2,161 -17%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$429K -$506K -12,832 -55%
VFS
66
Valpey Financial Services
New Hampshire
$428K +$39.7K +1,007 +10%
MFA
67
Millington Financial Advisors
Illinois
$422K +$2.09K +53 +0.5%
ECA
68
Elevation Capital Advisory
Oregon
$400K -$8.95M -227,051 -96%
MML Investors Services
69
MML Investors Services
Massachusetts
$391K -$342K -8,671 -47%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$385K -$1.34K -34 -0.4%
IWP
71
Insight Wealth Partners
Texas
$378K
RFA
72
RTD Financial Advisors
Pennsylvania
$369K +$3.94K +100 +1%
DWM
73
Darwin Wealth Management
Florida
$349K +$39K +990 +13%
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
$343K -$2.01K -51 -0.6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$330K -$10.1K -256 -3%