We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
76
Aspiriant LLC
California
$324K
KAS
77
Kestra Advisory Services
Texas
$323K -$15.6K -396 -5%
GM
78
GeoWealth Management
Illinois
$322K +$3.9K +99 +1%
TCG
79
Transcendent Capital Group
Oklahoma
$310K +$72.3K +1,836 +31%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$306K -$5.88M -149,313 -95%
CPIG
81
Chicago Partners Investment Group
Illinois
$300K +$867 +22 +0.3%
NAS
82
Nicolet Advisory Services
Wisconsin
$291K +$3.11K +79 +1%
VCP
83
Verus Capital Partners
Arizona
$289K
SWM
84
Spire Wealth Management
Virginia
$286K
DWM
85
Denver Wealth Management
Colorado
$285K +$280K +7,103 New
BFS
86
BridgePort Financial Solutions
Iowa
$281K
WDL
87
Well Done LLC
Michigan
$271K
TWP
88
Tempus Wealth Planning
California
$269K -$20.5K -520 -7%
MAWA
89
Moss Adams Wealth Advisors
Washington
$250K +$1.61K +41 +0.7%
UWM
90
USAdvisors Wealth Management
Minnesota
$245K -$18.3K -465 -7%
FCFC
91
First Commonwealth Financial Corp
Pennsylvania
$241K -$39.4K -1,000 -14%
PGF
92
Plan Group Financial
Oklahoma
$235K -$176K -4,465 -43%
HighTower Advisors
93
HighTower Advisors
Illinois
$233K +$229K +5,807 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$229K -$118 -3 -0.1%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$219K +$187K +4,737 +672%
EPW
96
Endeavor Private Wealth
Kansas
$211K +$207K +5,258 New
WWM
97
Western Wealth Management
Colorado
$204K +$200K +5,084 New
MA
98
Mutual Advisors
Nebraska
$203K +$197K +5,011 New
PWM
99
Prentice Wealth Management
New York
$202K +$198K +5,019 New
IF
100
Integrity Financial
Wyoming
$195K -$22.9K -580 -11%