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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Darwin Wealth Management
Florida
$369K -$294K -7,745 -44%
Truist Financial
77
Truist Financial
North Carolina
$369K +$376K +9,880 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$365K +$106K +2,781 +40%
SWM
79
Spire Wealth Management
Virginia
$365K
SOS
80
Silver Oak Securities
Tennessee
$362K +$88.4K +2,325 +32%
CFD
81
Creative Financial Designs
Indiana
$354K +$40.9K +1,077 +13%
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$352K +$359K +9,433 New
IWP
83
Insight Wealth Partners
Texas
$351K
RFA
84
RTD Financial Advisors
Pennsylvania
$335K +$4.29K +113 +1%
MML Investors Services
85
MML Investors Services
Massachusetts
$317K +$10.7K +282 +3%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$316K -$9.01K -237 -3%
SFG
87
Sovereign Financial Group
Connecticut
$307K +$74.6K +1,963 +31%
RAM
88
Redmond Asset Management
Virginia
$301K
CPIG
89
Chicago Partners Investment Group
Illinois
$292K -$62.8K -1,651 -17%
VCP
90
Verus Capital Partners
Arizona
$288K
TWP
91
Tempus Wealth Planning
California
$285K +$7.37K +194 +3%
BAM
92
Belpointe Asset Management
Nevada
$285K +$284K +7,467 New
WAM
93
WNY Asset Management
New York
$282K -$36.1K -951 -11%
WDL
94
Well Done LLC
Michigan
$266K
MWA
95
Mills Wealth Advisors
Texas
$263K -$107K -2,824 -29%
NAS
96
Nicolet Advisory Services
Wisconsin
$262K +$152 +4 +0.1%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$260K +$988 +26 +0.4%
BCI
98
Brinker Capital Investments
Pennsylvania
$255K -$4.79K -126 -2%
OPS
99
Orion Portfolio Solutions
Nebraska
$255K -$4.79K -126 -2%
IAS
100
IMA Advisory Services
Colorado
$243K +$261K +6,876 New