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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$329K +$9.57K +253 +3%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$321K +$311K +8,217 New
AAS
78
Avantax Advisory Services
Texas
$319K +$95.3K +2,519 +45%
AL
79
Aspiriant LLC
California
$315K +$305K +8,060 New
RAM
80
Redmond Asset Management
Virginia
$311K -$3.78K -100 -1%
GM
81
GeoWealth Management
Illinois
$309K -$704K -18,615 -70%
DWM
82
Darwin Wealth Management
Florida
$301K -$82.6K -2,185 -22%
CPIG
83
Chicago Partners Investment Group
Illinois
$286K +$1.81K +48 +0.7%
TWP
84
Tempus Wealth Planning
California
$282K -$15.8K -417 -5%
VCP
85
Verus Capital Partners
Arizona
$281K -$19.8K -523 -7%
NAS
86
Nicolet Advisory Services
Wisconsin
$279K +$1.36K +36 +0.5%
SWM
87
Spire Wealth Management
Virginia
$278K
FCFC
88
First Commonwealth Financial Corp
Pennsylvania
$273K
BFS
89
BridgePort Financial Solutions
Iowa
$273K
IAS
90
IMA Advisory Services
Colorado
$267K +$11K +291 +4%
WDL
91
Well Done LLC
Michigan
$264K
Citadel Advisors
92
Citadel Advisors
Florida
$260K +$251K +6,642 New
UWM
93
USAdvisors Wealth Management
Minnesota
$256K +$1.29K +34 +0.5%
MAWA
94
Moss Adams Wealth Advisors
Washington
$242K +$1.13K +30 +0.5%
TCG
95
Transcendent Capital Group
Oklahoma
$230K +$222K +5,877 New
TC
96
Trilogy Capital
California
$228K -$4.3M -113,790 -95%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$222K -$244K -6,455 -53%
IF
98
Integrity Financial
Wyoming
$212K -$23.2K -614 -10%
IA
99
IFP Advisors
Florida
$212K +$756 +20 +0.4%
AF
100
Allworth Financial
California
$140K +$2.91K +77 +2%