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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Camarda Financial Advisors
Florida
$35K – – –
AAP
77
Arax Advisory Partners
Colorado
$24K +$24K +702 New
ASN
78
Advisory Services Network
Georgia
$22K +$14.8K +435 +214%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$14.5K +425 New
CI
80
CX Institutional
Indiana
$9K +$68 +2 +0.8%
SCA
81
Stuart Chaussee & Associates
California
$8K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$7K +$7.2K +211 New
AF
83
Advisornet Financial
Minnesota
$6K -$6.72K -197 -55%
SWM
84
SeaCrest Wealth Management
New York
$4K – – –
BFEC
85
Benjamin F. Edwards & Company
Missouri
$3K – – –
BCI
86
Brinker Capital Investments
Pennsylvania
$3K – – –
GAM
87
Gemmer Asset Management
California
$3K +$2.76K +81 New
KC
88
KHP Capital
Oklahoma
$2K -$9.93K -291 -83%
NC
89
NewSquare Capital
Pennsylvania
$1K – – –
BCWM
90
Bartlett & Co Wealth Management
Ohio
$68 – – –
DDPOM
91
Delta Dental Plan of Michigan
Michigan
– -$4.47M -131,343 Closed
VF
92
Virtu Financial
New York
– -$925K -27,216 Closed
WA
93
Waverly Advisors
Alabama
– -$218K -6,409 Closed
TSS
94
Two Sigma Securities
New York
– -$213K -6,276 Closed
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$71K -2,086 Closed
SEI Investments
96
SEI Investments
Pennsylvania
– -$64K -1,880 Closed
AWA
97
Acorn Wealth Advisors
Michigan
– -$61K -1,796 Closed
B
98
Bridgeworth
Alabama
– -$46K -1,373 Closed
RWP
99
RWA Wealth Partners
Massachusetts
– -$16K -458 Closed
SFM
100
Signet Financial Management
New Jersey
– -$14K -402 Closed