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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Reston Wealth Management
Virginia
$348K -$29.6K -819 -8%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$338K +$2.53K +70 +0.8%
JFG
78
JDM Financial Group
Texas
$334K +$56.3K +1,555 +21%
NWMG
79
National Wealth Management Group
Ohio
$325K
Stifel Financial
80
Stifel Financial
Missouri
$309K -$475K -13,114 -61%
DWM
81
Dakota Wealth Management
Florida
$296K
EH
82
Equitable Holdings
New York
$291K -$54.9K -1,518 -16%
AA
83
Advisory Alpha
Michigan
$284K -$52.2K -1,441 -16%
NAS
84
Nicolet Advisory Services
Wisconsin
$281K +$181 +5 +0.1%
S
85
Syntrinsic
Colorado
$277K +$3.66K +101 +1%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$257K -$3.48K -96 -1%
BCI
87
Brinker Capital Investments
Pennsylvania
$256K -$2.17K -60 -0.9%
OPS
88
Orion Portfolio Solutions
Nebraska
$256K -$2.17K -60 -0.9%
IF
89
Integrity Financial
Wyoming
$256K -$28.9K -799 -10%
VCP
90
Verus Capital Partners
Arizona
$247K +$243K +6,718 New
AWM
91
Axxcess Wealth Management
California
$244K -$2.42K -67 -1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$244K +$28K +773 +13%
CFD
93
Creative Financial Designs
Indiana
$243K -$37.4K -1,032 -14%
UWM
94
USAdvisors Wealth Management
Minnesota
$243K -$18.3K -505 -7%
CAAS
95
Capital Asset Advisory Services
Michigan
$242K -$2.42K -67 -1%
IWP
96
Insight Wealth Partners
Texas
$238K
PFS
97
Prospera Financial Services
Texas
$229K +$10.8K +298 +5%
FCA
98
FinTrust Capital Advisors
South Carolina
$229K +$116K +3,210 +107%
ES
99
Eagle Strategies
New York
$222K +$218K +6,028 New
MAWA
100
Moss Adams Wealth Advisors
Washington
$221K +$2.82K +78 +1%