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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
76
Nicolet Advisory Services
Wisconsin
$418K -$20K -577 -5%
Legacy Financial Group (Iowa)
77
Legacy Financial Group (Iowa)
Iowa
$413K -$27.9K -808 -6%
AAS
78
Avantax Advisory Services
Texas
$390K +$1.18K +34 +0.3%
IF
79
Integrity Financial
Wyoming
$389K -$87.5K -2,530 -19%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$371K -$3.46K -100 -0.9%
MML Investors Services
81
MML Investors Services
Massachusetts
$345K -$50.7K -1,466 -13%
FAIM
82
Financial Advocates Investment Management
Washington
$339K -$28.4K -822 -8%
MFA
83
Millington Financial Advisors
Illinois
$326K
CFD
84
Creative Financial Designs
Indiana
$316K +$5.15K +149 +2%
PFA
85
Professional Financial Advisors
Nebraska
$312K +$286K +8,283 New
NWMG
86
National Wealth Management Group
Ohio
$309K
IA
87
IFP Advisors
Florida
$284K -$26.8K -776 -9%
Stifel Financial
88
Stifel Financial
Missouri
$276K -$3.77M -109,031 -93%
UWM
89
USAdvisors Wealth Management
Minnesota
$276K -$13.5K -390 -5%
AAS
90
Ameritas Advisory Services
Nebraska
$257K -$72.6K -2,100 -22%
OPS
91
Orion Portfolio Solutions
Nebraska
$256K -$66.9K -1,934 -21%
BCI
92
Brinker Capital Investments
Pennsylvania
$256K +$253K +7,326 New
VFP
93
Verus Financial Partners
Virginia
$248K +$104 +3 +0%
VF
94
VitalStone Financial
Texas
$246K -$11.9K -344 -5%
RSWM
95
Robertson Stephens Wealth Management
California
$243K +$240K +6,949 New
OIA
96
OneDigital Investment Advisors
Kansas
$237K
FPCP
97
Fort Point Capital Partners
California
$233K -$6.09K -176 -3%
IWP
98
Insight Wealth Partners
Texas
$226K
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$220K -$86.5K -2,500 -28%
KOC
100
Koss-Olinger Consulting
Florida
$217K +$484 +14 +0.2%