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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
RTD Financial Advisors
Pennsylvania
$555K +$11.5K +299 +2%
NAS
77
Nicolet Advisory Services
Wisconsin
$545K +$20.5K +534 +4%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$536K +$29.8K +777 +6%
WWM
79
Western Wealth Management
Colorado
$526K +$242K +6,306 +83%
CFD
80
Creative Financial Designs
Indiana
$520K -$108K -2,817 -17%
IF
81
Integrity Financial
Wyoming
$484K -$66.7K -1,740 -12%
G
82
Gainplan
Michigan
$482K +$3.1K +81 +0.6%
FPFS
83
First Personal Financial Services
North Carolina
$453K -$8.32K -217 -2%
NWMG
84
National Wealth Management Group
Ohio
$435K -$91.8K -2,396 -17%
IA
85
IFP Advisors
Florida
$415K -$34.3K -894 -7%
SI
86
Stephens Inc
Arkansas
$397K +$58.3K +1,522 +17%
CPIG
87
Chicago Partners Investment Group
Illinois
$385K +$3.72K +97 +0.9%
RWA
88
Redhawk Wealth Advisors
Minnesota
$360K +$47.4K +1,236 +15%
CIA
89
Compass Ion Advisors
Pennsylvania
$354K -$994K -25,935 -73%
CWA
90
Clearview Wealth Advisors
Oregon
$354K -$731K -19,077 -67%
CHA
91
Cooper/Haims Advisors
New York
$347K -$582K -15,188 -62%
AAS
92
Ameritas Advisory Services
Nebraska
$343K -$238K -6,207 -41%
MA
93
Mutual Advisors
Nebraska
$343K -$5.75K -150 -2%
OPS
94
Orion Portfolio Solutions
Nebraska
$330K -$6.32K -165 -2%
VFP
95
Verus Financial Partners
Virginia
$328K -$6.71K -175 -2%
BHWM
96
Bay Harbor Wealth Management
Maryland
$326K +$13.4K +349 +4%
OIA
97
OneDigital Investment Advisors
Kansas
$322K
LHEI
98
Leo H. Evart Inc
California
$322K +$613 +16 +0.2%
CWM
99
Cornerstone Wealth Management
Missouri
$321K
ASN
100
Advisory Services Network
Georgia
$316K -$1.73M -45,043 -84%