We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Perryman Financial Advisory
Texas
$932K +$938K +23,232 New
WA
52
Win Advisors
Florida
$894K +$899K +22,281 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$800K +$105K +2,602 +15%
EH
54
Equitable Holdings
New York
$788K +$124K +3,074 +19%
CFA
55
Camarda Financial Advisors
Florida
$742K +$5.73K +142 +0.8%
MWM
56
Modera Wealth Management
New Jersey
$733K – – –
RFN
57
RDA Financial Network
Iowa
$730K -$59.5K -1,474 -7%
LWPC
58
Legacy Wealth Partners (Colorado)
Colorado
$718K +$723K +17,900 New
OCM
59
One Capital Management
California
$718K -$4.2K -104 -0.6%
JCM
60
Janney Capital Management
Pennsylvania
$717K +$721K +17,865 New
WA
61
Waverly Advisors
Alabama
$696K -$210K -5,200 -23%
SOS
62
Silver Oak Securities
Tennessee
$620K +$151K +3,746 +32%
WFL
63
Wealth Forward LLC
North Dakota
$618K -$55.6K -1,377 -8%
CFD
64
Creative Financial Designs
Indiana
$601K +$18.1K +448 +3%
MFS
65
Madrid Financial Services
California
$585K +$10.3K +256 +2%
PCG
66
Prosperity Consulting Group
Maryland
$582K +$96.3K +2,386 +20%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$508K – – –
UW
68
Unique Wealth
Florida
$492K -$2.62K -65 -0.5%
AFP
69
Ausdal Financial Partners
Iowa
$486K -$48.2K -1,193 -9%
VCP
70
Verus Capital Partners
Arizona
$465K +$177K +4,385 +61%
VFS
71
Valpey Financial Services
New Hampshire
$460K +$33.1K +819 +8%
AWA
72
Archvest Wealth Advisors
California
$444K -$19.4K -481 -4%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$441K – – –
SFG
74
Sage Financial Group
Pennsylvania
$381K +$383K +9,495 New
IWP
75
Insight Wealth Partners
Texas
$377K – – –
1 2
3
4 5