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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
DCM Advisors
New York
$395K +$387K +10,200 New
DAS
77
Dynamic Advisor Solutions
Arizona
$394K -$108K -2,840 -22%
CFGS
78
Concourse Financial Group Securities
Alabama
$360K +$19.7K +519 +6%
BAM
79
Belpointe Asset Management
Nevada
$338K +$204K +5,376 +160%
PAMG
80
Patton Albertson Miller Group
Tennessee
$334K +$11.9K +313 +4%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$334K +$327K +8,629 New
OPS
82
Orion Portfolio Solutions
Nebraska
$333K -$16.8K -442 -5%
OIA
83
OneDigital Investment Advisors
Kansas
$332K -$16.8K -442 -5%
PFA
84
Professional Financial Advisors
Nebraska
$322K -$7.97K -210 -2%
SFG
85
StrategIQ Financial Group
Indiana
$306K +$12.9K +341 +5%
RIL
86
Rothschild Investment LLC
Illinois
$298K -$30.4K -800 -9%
LWAC
87
Laurel Wealth Advisors (California)
California
$288K +$1.02K +27 +0.4%
Truist Financial
88
Truist Financial
North Carolina
$275K +$269K +7,090 New
EH
89
Equitable Holdings
New York
$268K +$5.12K +135 +2%
AF
90
Allworth Financial
California
$267K +$262K +6,900 New
PA
91
PFG Advisors
Arizona
$263K -$12.5K -330 -5%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$262K +$911 +24 +0.4%
MA
93
Mutual Advisors
Nebraska
$261K +$15.2K +400 +6%
CIA
94
Compass Ion Advisors
Pennsylvania
$258K -$11.9K -313 -4%
CWM
95
Cornerstone Wealth Management
Missouri
$256K
NWM
96
Northwest Wealth Management
Iowa
$243K -$2.92K -77 -1%
SCM
97
Stonehearth Capital Management
Massachusetts
$236K +$987 +26 +0.4%
AIC
98
Ameritas Investment Company
Nebraska
$234K +$230K +6,049 New
IWM
99
IHT Wealth Management
Illinois
$226K +$1.14K +30 +0.5%
RA
100
RFG Advisory
Alabama
$225K +$220K +5,788 New