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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%
CF
84
Centaurus Financial
California
$5.1K -$4.99M -146,194 -100%
SWM
85
SeaCrest Wealth Management
New York
$4K
BFEC
86
Benjamin F. Edwards & Company
Missouri
$3K
BCI
87
Brinker Capital Investments
Pennsylvania
$3K
GAM
88
Gemmer Asset Management
California
$3K +$2.76K +81 New
KC
89
KHP Capital
Oklahoma
$2K -$9.93K -291 -83%
NC
90
NewSquare Capital
Pennsylvania
$1K
BCWM
91
Bartlett & Co Wealth Management
Ohio
$68
DDPOM
92
Delta Dental Plan of Michigan
Michigan
-$4.47M -131,343 Closed
VF
93
Virtu Financial
New York
-$925K -27,216 Closed
WA
94
Waverly Advisors
Alabama
-$218K -6,409 Closed
TSS
95
Two Sigma Securities
New York
-$213K -6,276 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71K -2,086 Closed
SEI Investments
97
SEI Investments
Pennsylvania
-$64K -1,880 Closed
AWA
98
Acorn Wealth Advisors
Michigan
-$61K -1,796 Closed
B
99
Bridgeworth
Alabama
-$46K -1,373 Closed
RWP
100
RWA Wealth Partners
Massachusetts
-$16K -458 Closed