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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$294K +$294K +7,904 New
SFG
77
StrategIQ Financial Group
Indiana
$281K -$64.7K -1,738 -19%
RJA
78
Raymond James & Associates
Florida
$278K -$106K -2,840 -28%
LWAC
79
Laurel Wealth Advisors (California)
California
$276K +$276K +7,416 New
PA
80
PFG Advisors
Arizona
$266K -$24.7K -664 -9%
CIA
81
Compass Ion Advisors
Pennsylvania
$259K +$260K +6,979 New
TWP
82
Tempus Wealth Planning
California
$255K +$255K +6,850 New
Jane Street
83
Jane Street
New York
$255K +$256K +6,873 New
EH
84
Equitable Holdings
New York
$252K +$22.7K +610 +10%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$251K +$147K +3,937 +140%
CWM
86
Cornerstone Wealth Management
Missouri
$246K
NWM
87
Northwest Wealth Management
Iowa
$236K +$1K +27 +0.4%
MA
88
Mutual Advisors
Nebraska
$235K +$236K +6,330 New
SCM
89
Stonehearth Capital Management
Massachusetts
$225K +$447 +12 +0.2%
SW
90
SteelPeak Wealth
California
$217K +$218K +5,845 New
IWM
91
IHT Wealth Management
Illinois
$216K
HPC
92
Hobart Private Capital
North Carolina
$210K +$210K +5,639 New
RWM
93
Ritholtz Wealth Management
New York
$201K -$10.3K -276 -5%
SL
94
Savior LLC
Massachusetts
$162K +$162K +4,350 New
CWC
95
Carolinas Wealth Consulting
North Carolina
$137K +$91.7K +2,464 +204%
JAWM
96
J. Arnold Wealth Management
Ohio
$136K +$558 +15 +0.4%
BAM
97
Belpointe Asset Management
Nevada
$125K +$10.2K +274 +9%
TFGT
98
TS Financial Group (TSFG)
Illinois
$96K
PCFFS
99
Pacific Center for Financial Services
California
$95K
HIA
100
Harbor Investment Advisory
Maryland
$86K -$596 -16 -0.7%