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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$652K +$674K +16,891 New
MWM
77
Modera Wealth Management
New Jersey
$647K
BAM
78
Belpointe Asset Management
Nevada
$640K +$84.8K +2,125 +15%
SS
79
Sunbelt Securities
Texas
$618K +$639K +16,019 New
AAS
80
Ameritas Advisory Services
Nebraska
$613K +$611K +15,322 New
IF
81
Integrity Financial
Wyoming
$584K +$582K +14,593 New
RFA
82
RTD Financial Advisors
Pennsylvania
$578K +$576K +14,442 New
NAS
83
Nicolet Advisory Services
Wisconsin
$567K -$6.7K -168 -1%
MML Investors Services
84
MML Investors Services
Massachusetts
$561K -$56.7K -1,421 -9%
NWMG
85
National Wealth Management Group
Ohio
$557K +$556K +13,934 New
AAS
86
Avantax Advisory Services
Texas
$551K +$550K +13,785 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$538K -$37.4K -937 -7%
IA
88
IFP Advisors
Florida
$517K +$133K +3,338 +35%
G
89
Gainplan
Michigan
$509K -$798 -20 -0.2%
FPFS
90
First Personal Financial Services
North Carolina
$490K +$46.4K +1,162 +10%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$479K -$387K -9,693 -45%
PFA
92
Professional Financial Advisors
Nebraska
$427K -$1.44K -36 -0.3%
CPIG
93
Chicago Partners Investment Group
Illinois
$413K -$3.23K -81 -0.7%
SPIA
94
Steward Partners Investment Advisory
New York
$403K +$402K +10,078 New
CAM
95
Congress Asset Management
Massachusetts
$400K +$399K +10,005 New
MA
96
Mutual Advisors
Nebraska
$370K +$21K +527 +6%
VFP
97
Verus Financial Partners
Virginia
$363K -$3.91K -98 -1%
AL
98
Aspiriant LLC
California
$361K -$99.8K -2,501 -22%
SI
99
Stephens Inc
Arkansas
$361K +$102K +2,561 +40%
OPS
100
Orion Portfolio Solutions
Nebraska
$357K -$279 -7 -0.1%