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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$226K -$276K -7,790 -56%
EH
77
Equitable Holdings
New York
$225K
SCM
78
Stonehearth Capital Management
Massachusetts
$224K -$110K -3,102 -34%
IWM
79
IHT Wealth Management
Illinois
$211K +$205K +5,803 New
RWM
80
Ritholtz Wealth Management
New York
$207K -$43.5K -1,229 -18%
MSA
81
Marino Stram & Associates
Massachusetts
$204K +$161K +4,558 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$180K +$175K +4,935 New
TF
83
TimeScale Financial
Massachusetts
$151K +$34.5K +975 +31%
JAWM
84
J. Arnold Wealth Management
Ohio
$133K +$7.47K +211 +6%
CAN
85
Cetera Advisor Networks
California
$120K +$117K +3,294 New
BAM
86
Belpointe Asset Management
Nevada
$113K +$109K +3,091 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$102K +$99.4K +2,809 New
PCFFS
88
Pacific Center for Financial Services
California
$94K
TFGT
89
TS Financial Group (TSFG)
Illinois
$94K
CT
90
Caldwell Trust
Florida
$89.8K
HIA
91
Harbor Investment Advisory
Maryland
$84K +$637 +18 +0.8%
APWA
92
Atlas Private Wealth Advisors
New Jersey
$64K +$62.2K +1,756 New
AAP
93
Arax Advisory Partners
Colorado
$57K +$1.98K +56 +4%
CI
94
CX Institutional
Indiana
$55K +$28.1K +795 +113%
APA
95
American Portfolios Advisors
New York
$54.5K -$7.79K -220 -13%
AF
96
Advisornet Financial
Minnesota
$51K
SWM
97
Sugarloaf Wealth Management
Georgia
$45K -$708 -20 -2%
GWMIA
98
Global Wealth Management Investment Advisory
Florida
$44K
CWC
99
Carolinas Wealth Consulting
North Carolina
$44K +$10.2K +288 +31%
LAS
100
Lloyd Advisory Services
Georgia
$39K -$8.81K -249 -19%