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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$450K -$42.4K -1,191 -8%
BAM
77
Belpointe Asset Management
Nevada
$447K -$103K -2,878 -18%
RFA
78
RTD Financial Advisors
Pennsylvania
$447K -$64.6K -1,812 -12%
G
79
Gainplan
Michigan
$443K -$428 -12 -0.1%
MWM
80
Meridian Wealth Management
Kentucky
$434K +$447K +12,545 New
CFD
81
Creative Financial Designs
Indiana
$432K -$46.5K -1,306 -9%
FPFS
82
First Personal Financial Services
North Carolina
$430K +$14.4K +404 +3%
IA
83
IFP Advisors
Florida
$415K
WA
84
WestEnd Advisors
North Carolina
$399K +$412K +11,556 New
UWM
85
USAdvisors Wealth Management
Minnesota
$394K -$175K -4,909 -30%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$372K +$384K +10,769 New
FHA
87
Flagship Harbor Advisors
Massachusetts
$356K +$96.3K +2,701 +36%
NWMG
88
National Wealth Management Group
Ohio
$336K -$65K -1,823 -16%
SI
89
Stephens Inc
Arkansas
$323K -$42.8K -1,201 -11%
CHA
90
Cooper/Haims Advisors
New York
$318K
FPCP
91
Fort Point Capital Partners
California
$313K -$607K -17,042 -65%
FAAM
92
First Ascent Asset Management
Colorado
$309K +$319K +8,945 New
HIA
93
Harbor Investment Advisory
Maryland
$308K +$266K +7,475 +523%
WI
94
WBI Investments
New Jersey
$306K +$321K +9,004 New
OPS
95
Orion Portfolio Solutions
Nebraska
$302K
BHWM
96
Bay Harbor Wealth Management
Maryland
$300K +$178 +5 +0.1%
AAS
97
Ameritas Advisory Services
Nebraska
$298K -$17.6K -494 -5%
LHEI
98
Leo H. Evart Inc
California
$297K +$1.14K +32 +0.4%
OIA
99
OneDigital Investment Advisors
Kansas
$296K
AWM
100
Axxcess Wealth Management
California
$281K +$41.8K +1,173 +17%