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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$352K -$11.5K -314 -3%
Legacy Financial Group (Iowa)
77
Legacy Financial Group (Iowa)
Iowa
$341K -$10.2K -279 -3%
RFA
78
RTD Financial Advisors
Pennsylvania
$328K +$324K +8,877 New
RAM
79
Redmond Asset Management
Virginia
$298K +$294K +8,060 New
AWM
80
Axxcess Wealth Management
California
$294K +$48.4K +1,326 +20%
MML Investors Services
81
MML Investors Services
Massachusetts
$293K -$62.7K -1,718 -18%
PAMG
82
Patton Albertson Miller Group
Tennessee
$290K +$287K +7,859 New
VCP
83
Verus Capital Partners
Arizona
$285K +$36.5K +1,000 +15%
BAM
84
Belpointe Asset Management
Nevada
$275K -$144K -3,936 -35%
S
85
Syntrinsic
Colorado
$267K -$10.1K -276 -4%
NAS
86
Nicolet Advisory Services
Wisconsin
$264K -$22.2K -609 -8%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$257K +$36 +1 +0%
BCI
88
Brinker Capital Investments
Pennsylvania
$257K
OPS
89
Orion Portfolio Solutions
Nebraska
$257K
WDL
90
Well Done LLC
Michigan
$254K +$251K +6,874 New
IF
91
Integrity Financial
Wyoming
$251K -$5.36K -147 -2%
DWM
92
Dakota Wealth Management
Florida
$250K -$45.8K -1,256 -16%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$245K
UWM
94
USAdvisors Wealth Management
Minnesota
$244K +$1.13K +31 +0.5%
CFD
95
Creative Financial Designs
Indiana
$239K -$4.85K -133 -2%
IWP
96
Insight Wealth Partners
Texas
$239K
EIG
97
Ellenbecker Investment Group
Wisconsin
$237K +$235K +6,428 New
NWMG
98
National Wealth Management Group
Ohio
$237K -$88.3K -2,420 -27%
PFS
99
Prospera Financial Services
Texas
$230K
FCA
100
FinTrust Capital Advisors
South Carolina
$226K -$3.65K -100 -2%