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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$37K – – –
CFA
77
Camarda Financial Advisors
Florida
$34K -$6.2K -182 -15%
RWP
78
RWA Wealth Partners
Massachusetts
$16K +$15.6K +458 New
SFM
79
Signet Financial Management
New Jersey
$14K – – –
KC
80
KHP Capital
Oklahoma
$12K – – –
AF
81
Advisornet Financial
Minnesota
$12K +$12.3K +361 New
JFA
82
JNBA Financial Advisors
Minnesota
$11K +$68 +2 +0.6%
GRP
83
Global Retirement Partners
California
$10K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.79K +$9.13K +268 +1,340%
CI
85
CX Institutional
Indiana
$9K +$8.52K +250 New
SCA
86
Stuart Chaussee & Associates
California
$8K – – –
ASN
87
Advisory Services Network
Georgia
$7K +$68 +2 +1%
SWM
88
SeaCrest Wealth Management
New York
$4K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$3K – – –
BCI
90
Brinker Capital Investments
Pennsylvania
$3K +$1.09K +32 +74%
MPPLM
91
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K -$6.47K -190 -80%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$1K – – –
NC
93
NewSquare Capital
Pennsylvania
$1K – – –
BCWM
94
Bartlett & Co Wealth Management
Ohio
$68 +$68 +2 New
LFS
95
Legacy Financial Strategies
Kansas
– -$222K -6,492 Closed
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
– -$211K -6,150 Closed
AWM
97
AE Wealth Management
Kansas
– -$210K -6,141 Closed
CCM
98
Crabel Capital Management
California
– -$201K -5,865 Closed
SWP
99
Stratos Wealth Partners
Ohio
– -$55K -1,613 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
– -$48K -1,423 Closed