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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$60K -$227K -6,841 -79%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$53K – – –
IF
78
Ironwood Financial
Arizona
$46K – – –
Citigroup
79
Citigroup
New York
$36K – – –
CFA
80
Camarda Financial Advisors
Florida
$33K +$266 +8 +0.8%
BCI
81
Brinker Capital Investments
Pennsylvania
$24K +$22.1K +667 +889%
AAP
82
Arax Advisory Partners
Colorado
$23K +$133 +4 +0.6%
GWMIA
83
Global Wealth Management Investment Advisory
Florida
$16K +$16.6K +499 New
ASN
84
Advisory Services Network
Georgia
$14K -$6.74K -203 -32%
RCG
85
Ruggie Capital Group
Florida
$9K -$83.6K -2,518 -91%
JFA
86
JNBA Financial Advisors
Minnesota
$9K +$9.39K +283 New
CI
87
CX Institutional
Indiana
$8K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$7K – – –
AF
89
Advisornet Financial
Minnesota
$5K – – –
LPWM
90
Lake Point Wealth Management
Texas
$5K +$4.58K +138 New
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4.65K +140 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$3K – – –
SWM
93
SeaCrest Wealth Management
New York
$3K – – –
GAM
94
Gemmer Asset Management
California
$3K +$33 +1 +1%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$66 – – –
Jane Street
96
Jane Street
New York
– -$5.3M -155,061 Closed
CL
97
Cabana LLC
Arkansas
– -$5.08M -148,434 Closed
TC
98
Trilogy Capital
California
– -$796K -23,296 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$675K -19,736 Closed
AWM
100
AE Wealth Management
Kansas
– -$215K -6,274 Closed