We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
G
76
Gainplan
Michigan
$505K +$295K +7,484 +144%
FPFS
77
First Personal Financial Services
North Carolina
$438K +$31.1K +790 +8%
VFP
78
Verus Financial Partners
Virginia
$425K +$551 +14 +0.1%
CPIG
79
Chicago Partners Investment Group
Illinois
$423K -$148K -3,762 -26%
IWM
80
IHT Wealth Management
Illinois
$410K +$70.9K +1,801 +21%
KA
81
Kovack Advisors
Florida
$409K -$78.8K -2,000 -16%
PFA
82
Professional Financial Advisors
Nebraska
$392K +$7.01K +178 +2%
BHWM
83
Bay Harbor Wealth Management
Maryland
$387K +$6.85K +174 +2%
CWM
84
Cornerstone Wealth Management
Missouri
$365K – – –
IAIM
85
International Assets Investment Management
Florida
$361K +$357K +9,059 New
RJA
86
Raymond James & Associates
Florida
$356K -$25.7K -653 -7%
DP
87
Divergent Planning
Maryland
$353K +$100K +2,546 +40%
RWA
88
Redhawk Wealth Advisors
Minnesota
$345K +$86.8K +2,203 +34%
OPS
89
Orion Portfolio Solutions
Nebraska
$342K – – –
OIA
90
OneDigital Investment Advisors
Kansas
$341K – – –
LWAC
91
Laurel Wealth Advisors (California)
California
$333K +$16.4K +417 +5%
SWA
92
SFMG Wealth Advisors
Texas
$313K +$309K +7,852 New
PAMG
93
Patton Albertson Miller Group
Tennessee
$297K +$5.63K +143 +2%
IA
94
IFP Advisors
Florida
$291K +$206K +5,237 +253%
TWP
95
Tempus Wealth Planning
California
$288K +$71.5K +1,816 +33%
MA
96
Mutual Advisors
Nebraska
$284K +$16K +405 +6%
CFGS
97
Concourse Financial Group Securities
Alabama
$278K -$57.7K -1,465 -17%
WWM
98
Western Wealth Management
Colorado
$278K – – –
NWM
99
Northwest Wealth Management
Iowa
$267K +$53.1K +1,349 +25%
RWM
100
Ritholtz Wealth Management
New York
$259K +$38K +964 +17%
2 3
4
5 6