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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$41K +$23.6K +700 +140%
Citigroup
77
Citigroup
New York
$37K
RIA
78
Realta Investment Advisors
Delaware
$37K +$37.4K +1,108 New
AF
79
Advisornet Financial
Minnesota
$31K +$24.4K +724 +441%
BBA
80
Braun-Bostich & Associates
Pennsylvania
$19K -$92K -2,727 -84%
ASN
81
Advisory Services Network
Georgia
$15K
JFA
82
JNBA Financial Advisors
Minnesota
$10K
CI
83
CX Institutional
Indiana
$9K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$7K
SWM
85
SeaCrest Wealth Management
New York
$4K
BCI
86
Brinker Capital Investments
Pennsylvania
$3K -$22.5K -667 -90%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$3K
GAM
88
Gemmer Asset Management
California
$3K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K -$60.1K -1,781 -98%
LPWM
90
Lake Point Wealth Management
Texas
$1K -$3.31K -98 -71%
NC
91
NewSquare Capital
Pennsylvania
$1K
RJA
92
Raymond James & Associates
Florida
-$6.11M -186,735 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$3.77M -115,073 Closed
BTS
94
BB&T Securities
Virginia
-$1.5M -45,950 Closed
JCM
95
Janney Capital Management
Pennsylvania
-$1.26M -38,589 Closed
PFS
96
Prospera Financial Services
Texas
-$1.2M -36,590 Closed
CC
97
Claybrook Capital
Massachusetts
-$677K -20,704 Closed
LFA
98
Legacy Financial Advisors
Kentucky
-$651K -19,886 Closed
RWM
99
Ritholtz Wealth Management
New York
-$367K -11,220 Closed
MOS
100
MGO One Seven
Ohio
-$293K -8,966 Closed