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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
$373K +$26.6K +660 +8%
CPIG
77
Chicago Partners Investment Group
Illinois
$363K +$63.7K +1,579 +21%
MML Investors Services
78
MML Investors Services
Massachusetts
$360K -$30.8K -764 -8%
ACM
79
Advisors Capital Management
New Jersey
$357K +$359K +8,904 New
GM
80
GeoWealth Management
Illinois
$349K +$28.1K +695 +9%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$347K +$254K +6,297 +267%
DWM
82
Darwin Wealth Management
Florida
$343K -$5.85K -145 -2%
AWM
83
Axxcess Wealth Management
California
$343K +$345K +8,544 New
AWM
84
AE Wealth Management
Kansas
$336K -$99.9K -2,476 -23%
RFA
85
RTD Financial Advisors
Pennsylvania
$333K -$36.8K -912 -10%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$329K
AL
87
Aspiriant LLC
California
$323K
NWMG
88
National Wealth Management Group
Ohio
$322K +$324K +8,020 New
TCG
89
Transcendent Capital Group
Oklahoma
$312K +$2.38K +59 +0.8%
MFA
90
Millington Financial Advisors
Illinois
$302K -$126K -3,131 -30%
NAS
91
Nicolet Advisory Services
Wisconsin
$295K +$686 +17 +0.2%
SWM
92
Spire Wealth Management
Virginia
$285K
DWM
93
Denver Wealth Management
Colorado
$281K -$3.92K -97 -1%
BFS
94
BridgePort Financial Solutions
Iowa
$280K -$81 -2 -0%
VFG
95
Valley Financial Group
Pennsylvania
$276K -$207K -5,140 -43%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$275K +$43.8K +1,085 +19%
WDL
97
Well Done LLC
Michigan
$271K
TWP
98
Tempus Wealth Planning
California
$266K -$2.75K -68 -1%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$260K -$300K -7,428 -53%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$243K +$25K +619 +11%