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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
Nicolet Bankshares
Wisconsin
$301K +$328 +8 +0.1%
VFG
102
Valley Financial Group
Pennsylvania
$292K -$2.22K -54 -0.8%
KAS
103
Kestra Advisory Services
Texas
$284K -$20K -488 -7%
WDL
104
Well Done LLC
Michigan
$271K
EWA
105
EP Wealth Advisors
California
$267K +$821 +20 +0.3%
AWA
106
Archvest Wealth Advisors
California
$265K -$59K -1,438 -18%
AP
107
Advisortrust Partners
North Carolina
$259K +$13.1K +318 +5%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$256K +$255K +6,222 New
FCFC
109
First Commonwealth Financial Corp
Pennsylvania
$249K
UWM
110
USAdvisors Wealth Management
Minnesota
$244K +$1.35K +33 +0.6%
MFG
111
Merit Financial Group
Georgia
$244K +$241K +5,881 New
GRP
112
Global Retirement Partners
California
$244K +$241K +5,875 New
PWM
113
Prentice Wealth Management
New York
$235K +$6.49K +158 +3%
P
114
&Partners
Tennessee
$230K
CFM
115
Compass Financial Management
Florida
$214K +$212K +5,162 New
WWM
116
Western Wealth Management
Colorado
$212K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$211K -$57.3K -1,396 -22%
JSA
118
Jim Saulnier & Associates
Colorado
$209K +$207K +5,037 New
MA
119
Mutual Advisors
Nebraska
$208K -$30.7K -749 -13%
RAM
120
Redmond Asset Management
Virginia
$205K +$203K +4,935 New
LPAM
121
Lodestar Private Asset Management
California
$204K +$201K +4,907 New
FWA
122
FSM Wealth Advisors
Ohio
$203K +$201K +4,899 New
PAYA
123
Phil A. Younker & Associates
Alaska
$203K -$761K -18,541 -79%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$203K -$5.13K -125 -2%
IA
125
IFP Advisors
Florida
$194K +$944 +23 +0.5%