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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$485K -$440K -10,721 -48%
VCP
77
Verus Capital Partners
Arizona
$475K
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$470K +$14.4K +350 +3%
Legacy Financial Group (Iowa)
79
Legacy Financial Group (Iowa)
Iowa
$458K +$25.7K +625 +6%
NWMG
80
National Wealth Management Group
Ohio
$456K +$16.9K +412 +4%
RCS
81
R2 Capital Strategies
Nebraska
$430K +$425K +10,363 New
TWP
82
Tempus Wealth Planning
California
$423K +$145K +3,541 +53%
HighTower Advisors
83
HighTower Advisors
Illinois
$405K +$168K +4,098 +72%
GM
84
GeoWealth Management
Illinois
$405K +$20.9K +510 +6%
MWM
85
Meridian Wealth Management
Kentucky
$403K +$399K +9,713 New
VFS
86
Valpey Financial Services
New Hampshire
$400K -$7.51K -183 -2%
SFG
87
Sage Financial Group
Pennsylvania
$394K
IWP
88
Insight Wealth Partners
Texas
$390K
SWASL
89
Spartan Wealth Advisory Services LLC
Michigan
$389K -$74.3K -1,811 -16%
ACM
90
Advisors Capital Management
New Jersey
$369K
CPIG
91
Chicago Partners Investment Group
Illinois
$369K +$3.16K +77 +0.9%
TCG
92
Transcendent Capital Group
Oklahoma
$352K +$24.2K +590 +7%
AWM
93
Axxcess Wealth Management
California
$352K +$348K +8,477 New
DWM
94
Darwin Wealth Management
Florida
$352K -$3.69K -90 -1%
AL
95
Aspiriant LLC
California
$334K
BFS
96
BridgePort Financial Solutions
Iowa
$316K -$164 -4 -0.1%
IAS
97
IMA Advisory Services
Colorado
$313K +$179K +4,372 +138%
MFA
98
Millington Financial Advisors
Illinois
$308K +$2.67K +65 +0.9%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$306K -$3.57K -87 -1%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$303K -$18.2K -444 -6%