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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$361K -$308K -8,797 -46%
NAS
77
Nicolet Advisory Services
Wisconsin
$356K -$58K -1,658 -14%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$352K +$350K +9,986 New
MFA
79
Millington Financial Advisors
Illinois
$346K +$16.8K +479 +5%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$336K -$446K -12,736 -57%
IF
81
Integrity Financial
Wyoming
$333K -$59K -1,685 -15%
NWMG
82
National Wealth Management Group
Ohio
$310K
CFD
83
Creative Financial Designs
Indiana
$306K -$12.6K -360 -4%
RJA
84
Raymond James & Associates
Florida
$305K -$152K -4,351 -33%
FAIM
85
Financial Advocates Investment Management
Washington
$302K -$39.3K -1,123 -12%
AT
86
American Trust
Kentucky
$294K +$255K +7,278 New
WC
87
Waterloo Capital
Texas
$272K +$271K +7,728 New
Stifel Financial
88
Stifel Financial
Missouri
$270K -$8.68K -248 -3%
FAAM
89
First Ascent Asset Management
Colorado
$258K +$257K +7,334 New
BCI
90
Brinker Capital Investments
Pennsylvania
$255K -$3.12K -89 -1%
OPS
91
Orion Portfolio Solutions
Nebraska
$255K -$3.12K -89 -1%
VFP
92
Verus Financial Partners
Virginia
$254K +$1.82K +52 +0.7%
UWM
93
USAdvisors Wealth Management
Minnesota
$245K -$32.6K -930 -12%
OIA
94
OneDigital Investment Advisors
Kansas
$239K
IWP
95
Insight Wealth Partners
Texas
$228K
AAS
96
Ameritas Advisory Services
Nebraska
$220K -$36.2K -1,033 -14%
FPCP
97
Fort Point Capital Partners
California
$219K -$15.9K -453 -7%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$218K -$3.5K -100 -2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$215K +$214K +6,105 New
JFG
100
JDM Financial Group
Texas
$214K +$58.8K +1,679 +38%