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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAWM
76
J. Arnold Wealth Management
Ohio
$116K -$4.78K -134 -4%
TF
77
TimeScale Financial
Massachusetts
$106K
PCFFS
78
Pacific Center for Financial Services
California
$87K
TFGT
79
TS Financial Group (TSFG)
Illinois
$87K
CT
80
Caldwell Trust
Florida
$83.3K
HIA
81
Harbor Investment Advisory
Maryland
$78K -$1.03K -29 -1%
APA
82
American Portfolios Advisors
New York
$58K -$22.6K -633 -27%
VCP
83
Verus Capital Partners
Arizona
$54K
AAP
84
Arax Advisory Partners
Colorado
$51K -$2.14K -60 -4%
AF
85
Advisornet Financial
Minnesota
$48K -$5.85K -164 -10%
MWM
86
MBE Wealth Management
Wisconsin
$47K +$49.7K +1,395 New
LAS
87
Lloyd Advisory Services
Georgia
$45K -$11.8K -332 -20%
Citigroup
88
Citigroup
New York
$45K +$8.45K +237 +22%
SWM
89
Sugarloaf Wealth Management
Georgia
$42K +$12.6K +353 +39%
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$41K
DAM
91
Delta Asset Management
Tennessee
$35K
CS
92
Capital Square
Tennessee
$35K +$37K +1,039 New
IA
93
IFP Advisors
Florida
$34K +$20K +561 +132%
CWC
94
Carolinas Wealth Consulting
North Carolina
$31K +$32.8K +921 New
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$30K +$31.4K +880 New
NEIRG
96
New England Investment & Retirement Group
Massachusetts
$25K +$26.1K +731 New
TFS
97
TrustCore Financial Services
Tennessee
$25K +$26.7K +750 New
CI
98
CX Institutional
Indiana
$24K +$25K +702 New
IF
99
Ironwood Financial
Arizona
$23K -$29.1K -816 -55%
GRP
100
Global Retirement Partners
California
$17K