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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$326K
IA
77
IFP Advisors
Florida
$324K -$100K -2,879 -23%
NAS
78
Nicolet Advisory Services
Wisconsin
$323K -$22.4K -641 -6%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$319K -$52.3K -1,500 -14%
CAAS
80
Capital Asset Advisory Services
Michigan
$318K +$325K +9,315 New
AWM
81
Axxcess Wealth Management
California
$316K +$325K +9,310 New
MA
82
Mutual Advisors
Nebraska
$300K +$100K +2,869 +48%
NWMG
83
National Wealth Management Group
Ohio
$300K
IF
84
Integrity Financial
Wyoming
$290K -$31.8K -911 -10%
WC
85
Waterloo Capital
Texas
$281K +$18.8K +539 +7%
CPIG
86
Chicago Partners Investment Group
Illinois
$278K -$182K -5,206 -38%
CFD
87
Creative Financial Designs
Indiana
$276K -$19.1K -548 -6%
DWM
88
Dakota Wealth Management
Florida
$273K +$280K +8,035 New
Stifel Financial
89
Stifel Financial
Missouri
$251K -$9.07K -260 -3%
FAAM
90
First Ascent Asset Management
Colorado
$246K -$2.96K -85 -1%
BCI
91
Brinker Capital Investments
Pennsylvania
$243K -$3.07K -88 -1%
OPS
92
Orion Portfolio Solutions
Nebraska
$243K -$3.07K -88 -1%
VFP
93
Verus Financial Partners
Virginia
$242K -$105 -3 -0%
S
94
Syntrinsic
Colorado
$239K +$256K +7,336 New
UWM
95
USAdvisors Wealth Management
Minnesota
$237K +$1.32K +38 +0.5%
TSS
96
Two Sigma Securities
New York
$235K +$241K +6,926 New
OIA
97
OneDigital Investment Advisors
Kansas
$230K
IWP
98
Insight Wealth Partners
Texas
$220K
JFG
99
JDM Financial Group
Texas
$210K +$4.81K +138 +2%
IWC
100
Integrated Wealth Concepts
Massachusetts
$204K -$3.24K -93 -2%