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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$432K +$2.04K +61 +0.5%
G
77
Gainplan
Michigan
$429K -$704 -21 -0.2%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$425K +$5.56K +166 +1%
FPFS
79
First Personal Financial Services
North Carolina
$402K -$20.7K -618 -5%
PA
80
PFG Advisors
Arizona
$401K -$43.2K -1,288 -10%
SL
81
Sentinus LLC
Illinois
$399K +$171K +5,102 +76%
JAWM
82
J. Arnold Wealth Management
Ohio
$386K +$385K +11,478 New
MML Investors Services
83
MML Investors Services
Massachusetts
$381K -$13.3K -397 -3%
AAS
84
Avantax Advisory Services
Texas
$374K +$373K +11,132 New
CGL
85
Clarius Group LLC
Washington
$365K +$364K +10,854 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$364K +$3.35K +100 +0.9%
TC
87
Trilogy Capital
California
$358K -$155M -4,634,616 -100%
FAIM
88
Financial Advocates Investment Management
Washington
$354K +$353K +10,526 New
AWMS
89
Advocacy Wealth Management Services
Georgia
$326K +$325K +9,695 New
AAS
90
Ameritas Advisory Services
Nebraska
$318K +$31K +925 +11%
IA
91
IFP Advisors
Florida
$316K -$74.9K -2,234 -20%
MFA
92
Millington Financial Advisors
Illinois
$313K +$313K +9,326 New
OPS
93
Orion Portfolio Solutions
Nebraska
$311K +$48K +1,433 +18%
SWM
94
Spire Wealth Management
Virginia
$306K +$306K +9,119 New
CFD
95
Creative Financial Designs
Indiana
$299K -$28.8K -858 -9%
NWMG
96
National Wealth Management Group
Ohio
$297K -$29.8K -890 -9%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$296K +$87.2K +2,600 +42%
MA
98
Mutual Advisors
Nebraska
$294K -$33.4K -995 -10%
LHEI
99
Leo H. Evart Inc
California
$287K -$2.85K -85 -1%
UWM
100
USAdvisors Wealth Management
Minnesota
$278K -$89.9K -2,681 -24%