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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
76
Legacy Financial Group (Iowa)
Iowa
$320K -$34.9K -926 -10%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$318K
MML Investors Services
78
MML Investors Services
Massachusetts
$310K -$9.61K -255 -3%
KAS
79
Kestra Advisory Services
Texas
$308K -$76.4K -2,026 -20%
RAM
80
Redmond Asset Management
Virginia
$303K
VCP
81
Verus Capital Partners
Arizona
$290K
PWM
82
Prentice Wealth Management
New York
$289K +$289K +7,674 New
TWP
83
Tempus Wealth Planning
California
$288K +$226 +6 +0.1%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$277K -$404K -10,720 -59%
CPIG
85
Chicago Partners Investment Group
Illinois
$274K -$21.4K -568 -7%
SWM
86
Spire Wealth Management
Virginia
$268K -$100K -2,662 -27%
FCFC
87
First Commonwealth Financial Corp
Pennsylvania
$263K +$264K +7,000 New
BFS
88
BridgePort Financial Solutions
Iowa
$263K +$49.8K +1,321 +23%
NAS
89
Nicolet Advisory Services
Wisconsin
$260K +$867 +23 +0.3%
BCI
90
Brinker Capital Investments
Pennsylvania
$259K +$2.04K +54 +0.8%
OPS
91
Orion Portfolio Solutions
Nebraska
$259K +$2.04K +54 +0.8%
WDL
92
Well Done LLC
Michigan
$252K -$4.75K -126 -2%
IAS
93
IMA Advisory Services
Colorado
$247K +$1.7K +45 +0.7%
UWM
94
USAdvisors Wealth Management
Minnesota
$246K +$754 +20 +0.3%
MAWA
95
Moss Adams Wealth Advisors
Washington
$232K +$2.38K +63 +1%
IF
96
Integrity Financial
Wyoming
$228K -$4.37K -116 -2%
DWM
97
Dakota Wealth Management
Florida
$224K -$17K -451 -7%
KOC
98
Koss-Olinger Consulting
Florida
$217K +$217K +5,767 New
AAS
99
Avantax Advisory Services
Texas
$213K +$213K +5,650 New
IA
100
IFP Advisors
Florida
$203K -$1.21K -32 -0.6%