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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$383K -$83.5K -2,408 -17%
WWM
77
Western Wealth Management
Colorado
$380K -$80K -2,306 -17%
TWP
78
Tempus Wealth Planning
California
$378K -$72.3K -2,084 -15%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$361K -$68.2K -1,966 -15%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$361K +$368K +10,600 New
UWM
81
USAdvisors Wealth Management
Minnesota
$357K -$15.3K -440 -4%
AF
82
Allworth Financial
California
$331K +$254K +7,330 +260%
CFD
83
Creative Financial Designs
Indiana
$318K -$95.4K -2,751 -22%
MA
84
Mutual Advisors
Nebraska
$318K +$94.2K +2,715 +39%
NWMG
85
National Wealth Management Group
Ohio
$317K – – –
Citadel Advisors
86
Citadel Advisors
Florida
$296K -$1.47M -42,476 -82%
LHEI
87
Leo H. Evart Inc
California
$282K +$1.7K +49 +0.6%
AAS
88
Ameritas Advisory Services
Nebraska
$278K -$3.05K -88 -1%
BHWM
89
Bay Harbor Wealth Management
Maryland
$276K -$7.59K -219 -3%
FPCP
90
Fort Point Capital Partners
California
$275K -$22K -633 -7%
FAAM
91
First Ascent Asset Management
Colorado
$275K -$17.9K -517 -6%
AWM
92
Axxcess Wealth Management
California
$265K +$35 +1 +0%
OPS
93
Orion Portfolio Solutions
Nebraska
$255K -$32K -922 -11%
CIA
94
Compass Ion Advisors
Pennsylvania
$253K +$1.53K +44 +0.6%
TPWA
95
TRUE Private Wealth Advisors
Oregon
$253K +$1.94K +56 +0.7%
OAM
96
Oppenheimer Asset Management
New York
$252K +$268K +7,718 New
CFGS
97
Concourse Financial Group Securities
Alabama
$251K +$35.6K +1,026 +15%
MFS
98
Madrona Financial Services
Washington
$238K -$1.42K -41 -0.6%
WDL
99
Well Done LLC
Michigan
$237K – – –
CPIG
100
Chicago Partners Investment Group
Illinois
$233K +$277 +8 +0.1%