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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sovereign Financial Group
Connecticut
$841K -$295K -7,277 -26%
WA
52
Waverly Advisors
Alabama
$833K +$144K +3,542 +20%
MFS
53
Madrid Financial Services
California
$791K +$212K +5,235 +36%
MWM
54
Modera Wealth Management
New Jersey
$758K +$29.8K +735 +4%
RFN
55
RDA Financial Network
Iowa
$726K +$41 +1 +0%
CFA
56
Camarda Financial Advisors
Florida
$714K -$24.3K -600 -3%
LWPC
57
Legacy Wealth Partners (Colorado)
Colorado
$705K -$8.92K -220 -1%
WFL
58
Wealth Forward LLC
North Dakota
$609K -$5.8K -143 -0.9%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$597K +$265K +6,528 +75%
PCG
60
Prosperity Consulting Group
Maryland
$580K +$1.74K +43 +0.3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$570K -$229K -5,642 -28%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$561K -$3.41M -84,029 -86%
SPIA
63
Steward Partners Investment Advisory
New York
$507K -$572K -14,102 -53%
TPWA
64
TRUE Private Wealth Advisors
Oregon
$505K
UW
65
Unique Wealth
Florida
$489K -$689 -17 -0.1%
AFP
66
Ausdal Financial Partners
Iowa
$476K -$6.89K -170 -1%
VCP
67
Verus Capital Partners
Arizona
$457K -$5.07K -125 -1%
BEI
68
Benjamin Edwards Inc
Missouri
$449K +$225K +5,555 +97%
SWASL
69
Spartan Wealth Advisory Services LLC
Michigan
$446K +$453K +11,180 New
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$438K
CFD
71
Creative Financial Designs
Indiana
$432K -$168K -4,149 -28%
NWMG
72
National Wealth Management Group
Ohio
$422K +$103K +2,550 +32%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$416K +$50.1K +1,235 +13%
VFS
74
Valpey Financial Services
New Hampshire
$392K -$66.1K -1,631 -14%
SFG
75
Sage Financial Group
Pennsylvania
$379K