We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$263K +$257K +7,161 New
VWM
77
Vigilare Wealth Management
Arizona
$239K +$235K +6,534 New
CWM
78
Cornerstone Wealth Management
Missouri
$239K +$237K +6,606 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$233K -$33.8K -942 -13%
EH
80
Equitable Holdings
New York
$232K +$230K +6,398 New
VFM
81
Vivid Financial Management
California
$215K +$210K +5,845 New
TC
82
Trilogy Capital
California
$207K +$205K +5,703 New
FPFS
83
First Personal Financial Services
North Carolina
$178K +$47.7K +1,328 +37%
BAM
84
Belpointe Asset Management
Nevada
$130K +$129K +3,583 New
JAWM
85
J. Arnold Wealth Management
Ohio
$129K +$128K +3,568 New
TFA
86
Tobias Financial Advisors
Florida
$124K +$124K +3,444 New
TF
87
TimeScale Financial
Massachusetts
$114K
TFGT
88
TS Financial Group (TSFG)
Illinois
$94K
PCFFS
89
Pacific Center for Financial Services
California
$93K
CT
90
Caldwell Trust
Florida
$89.3K +$88.5K +2,465 New
GFPC
91
Global Financial Private Capital
Florida
$87K +$86.3K +2,403 New
APA
92
American Portfolios Advisors
New York
$85.1K +$45K +1,253 +114%
HIA
93
Harbor Investment Advisory
Maryland
$84K +$83.6K +2,330 New
LAS
94
Lloyd Advisory Services
Georgia
$60K +$59.3K +1,653 New
VCP
95
Verus Capital Partners
Arizona
$58K +$57.4K +1,600 New
AF
96
Advisornet Financial
Minnesota
$57K -$2.69K -75 -5%
AAP
97
Arax Advisory Partners
Colorado
$57K +$6.32K +176 +13%
IF
98
Ironwood Financial
Arizona
$54K
AIC
99
Ameritas Investment Company
Nebraska
$47K -$14.1K -394 -23%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$43K