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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
76
Insight Wealth Partners
Texas
$375K
GM
77
GeoWealth Management
Illinois
$369K +$21.8K +537 +6%
CPIG
78
Chicago Partners Investment Group
Illinois
$367K +$1.74K +43 +0.5%
ACM
79
Advisors Capital Management
New Jersey
$355K
DWM
80
Darwin Wealth Management
Florida
$342K +$892 +22 +0.3%
DAS
81
Dynamic Advisor Solutions
Arizona
$341K +$346K +8,541 New
AWM
82
AE Wealth Management
Kansas
$334K +$689 +17 +0.2%
AL
83
Aspiriant LLC
California
$322K
TCG
84
Transcendent Capital Group
Oklahoma
$315K +$4.83K +119 +2%
MML Investors Services
85
MML Investors Services
Massachusetts
$312K -$46.2K -1,139 -13%
AWA
86
Archvest Wealth Advisors
California
$312K -$131K -3,230 -29%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$309K -$18.8K -463 -6%
MFA
88
Millington Financial Advisors
Illinois
$304K +$1.5K +37 +0.5%
BFS
89
BridgePort Financial Solutions
Iowa
$304K +$25.9K +639 +9%
SB
90
Strategic Blueprint
Georgia
$304K +$309K +7,622 New
FPAS
91
Focus Partners Advisor Solutions
Missouri
$298K +$40.7K +1,003 +16%
KAS
92
Kestra Advisory Services
Texas
$292K +$83.9K +2,068 +39%
NB
93
Nicolet Bankshares
Wisconsin
$291K +$295K +7,274 New
VFG
94
Valley Financial Group
Pennsylvania
$283K +$9.37K +231 +3%
TWP
95
Tempus Wealth Planning
California
$266K +$852 +21 +0.3%
WDL
96
Well Done LLC
Michigan
$261K -$8.52K -210 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$259K +$17.5K +432 +7%
EWA
98
EP Wealth Advisors
California
$256K +$260K +6,412 New
SWM
99
Spire Wealth Management
Virginia
$255K -$29.2K -720 -10%
FCFC
100
First Commonwealth Financial Corp
Pennsylvania
$239K