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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
WNY Asset Management
New York
$329K -$1.39M -36,838 -81%
CFD
77
Creative Financial Designs
Indiana
$325K +$72.9K +1,931 +30%
MML Investors Services
78
MML Investors Services
Massachusetts
$317K +$10.2K +270 +3%
RAM
79
Redmond Asset Management
Virginia
$312K
VCP
80
Verus Capital Partners
Arizona
$298K
TWP
81
Tempus Wealth Planning
California
$288K +$64.1K +1,698 +30%
SOS
82
Silver Oak Securities
Tennessee
$285K -$333K -8,832 -55%
NAS
83
Nicolet Advisory Services
Wisconsin
$272K +$604 +16 +0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$270K +$981 +26 +0.4%
S
85
Syntrinsic
Colorado
$270K -$9.17K -243 -3%
BCI
86
Brinker Capital Investments
Pennsylvania
$269K
OPS
87
Orion Portfolio Solutions
Nebraska
$269K
TWC
88
TD Waterhouse Canada
Ontario, Canada
$268K +$98.4K +2,608 +60%
WDL
89
Well Done LLC
Michigan
$266K
DWM
90
Dakota Wealth Management
Florida
$262K
IF
91
Integrity Financial
Wyoming
$258K -$4.64K -123 -2%
UWM
92
USAdvisors Wealth Management
Minnesota
$249K -$6.87K -182 -3%
EIG
93
Ellenbecker Investment Group
Wisconsin
$248K -$377 -10 -0.2%
AAS
94
Ameritas Advisory Services
Nebraska
$246K +$240K +6,352 New
SFG
95
Sovereign Financial Group
Connecticut
$242K +$236K +6,257 New
PFS
96
Prospera Financial Services
Texas
$241K
MAWA
97
Moss Adams Wealth Advisors
Washington
$235K +$2.64K +70 +1%
FCA
98
FinTrust Capital Advisors
South Carolina
$229K -$7.55K -200 -3%
KOC
99
Koss-Olinger Consulting
Florida
$223K +$340 +9 +0.2%
DWM
100
Diversify Wealth Management
Utah
$221K +$220K +5,839 New