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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Reston Wealth Management
Virginia
$372K -$19.5K -565 -5%
MFA
77
Millington Financial Advisors
Illinois
$354K
EH
78
Equitable Holdings
New York
$340K +$325K +9,408 New
AA
79
Advisory Alpha
Michigan
$331K -$23.3K -673 -7%
MA
80
Mutual Advisors
Nebraska
$320K +$277 +8 +0.1%
NWMG
81
National Wealth Management Group
Ohio
$319K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$318K
FAAM
83
First Ascent Asset Management
Colorado
$311K +$46.9K +1,357 +19%
CPIG
84
Chicago Partners Investment Group
Illinois
$310K +$10.1K +291 +3%
DWM
85
Dakota Wealth Management
Florida
$290K
IF
86
Integrity Financial
Wyoming
$280K -$27.5K -795 -9%
CFD
87
Creative Financial Designs
Indiana
$276K -$17.1K -494 -6%
NAS
88
Nicolet Advisory Services
Wisconsin
$274K -$66.7K -1,930 -20%
JFG
89
JDM Financial Group
Texas
$271K +$45.4K +1,312 +21%
S
90
Syntrinsic
Colorado
$268K +$14.6K +421 +6%
UWM
91
USAdvisors Wealth Management
Minnesota
$256K +$3.98K +115 +2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$255K +$234K +6,773 +2,320%
BCI
93
Brinker Capital Investments
Pennsylvania
$252K -$4.5K -130 -2%
OPS
94
Orion Portfolio Solutions
Nebraska
$252K -$4.5K -130 -2%
CAAS
95
Capital Asset Advisory Services
Michigan
$242K -$90.3K -2,610 -28%
AWM
96
Axxcess Wealth Management
California
$242K -$90.1K -2,605 -28%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$235K +$201K +5,825 +848%
IWP
98
Insight Wealth Partners
Texas
$234K
PCG
99
Prosperity Consulting Group
Maryland
$226K +$217K +6,260 New
CAN
100
Cetera Advisor Networks
California
$224K -$151K -4,360 -41%