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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
76
Bay Harbor Wealth Management
Maryland
$369K -$27.7K -714 -7%
CWM
77
Cornerstone Wealth Management
Missouri
$355K +$99.7K +2,570 +39%
SFG
78
StrategIQ Financial Group
Indiana
$354K +$48.5K +1,251 +16%
COCM
79
Charter Oak Capital Management
New Hampshire
$351K +$352K +9,075 New
BAM
80
Belpointe Asset Management
Nevada
$345K +$6.52K +168 +2%
OPS
81
Orion Portfolio Solutions
Nebraska
$332K
OIA
82
OneDigital Investment Advisors
Kansas
$331K
IWM
83
IHT Wealth Management
Illinois
$329K +$104K +2,671 +46%
CFGS
84
Concourse Financial Group Securities
Alabama
$327K -$32.4K -836 -9%
LWAC
85
Laurel Wealth Advisors (California)
California
$308K +$19.6K +506 +7%
PAMG
86
Patton Albertson Miller Group
Tennessee
$283K -$47.5K -1,226 -14%
WWM
87
Western Wealth Management
Colorado
$270K +$270K +6,973 New
MA
88
Mutual Advisors
Nebraska
$260K
RWA
89
Redhawk Wealth Advisors
Minnesota
$250K +$251K +6,470 New
DP
90
Divergent Planning
Maryland
$249K +$245K +6,315 New
BFA
91
Beacon Financial Advisory
Ohio
$249K +$250K +6,444 New
SI
92
Stephens Inc
Arkansas
$249K +$250K +6,446 New
EH
93
Equitable Holdings
New York
$244K -$23.7K -610 -9%
KOC
94
Koss-Olinger Consulting
Florida
$241K +$242K +6,234 New
RA
95
RFG Advisory
Alabama
$225K +$892 +23 +0.4%
HighTower Advisors
96
HighTower Advisors
Illinois
$216K +$217K +5,583 New
RWM
97
Ritholtz Wealth Management
New York
$214K +$4.81K +124 +2%
SW
98
SteelPeak Wealth
California
$212K -$6.67K -172 -3%
TWP
99
Tempus Wealth Planning
California
$210K
AWA
100
Acorn Wealth Advisors
Michigan
$210K +$210K +5,425 New