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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$39K +$108 +3 +0.3%
RIA
102
Realta Investment Advisors
Delaware
$39K +$108 +3 +0.3%
DAM
103
Delta Asset Management
Tennessee
$38K +$37.2K +1,037 New
SWM
104
Sugarloaf Wealth Management
Georgia
$33K +$32.3K +901 New
OAM
105
Oppenheimer Asset Management
New York
$32K +$31.6K +881 New
PWP
106
Personal Wealth Partners
Minnesota
$19K -$13K -362 -41%
GRP
107
Global Retirement Partners
California
$18K
IA
108
IFP Advisors
Florida
$16K
SFS
109
Sowell Financial Services
Arkansas
$13K +$72 +2 +0.6%
AF
110
Affiance Financial
Minnesota
$10K +$9.84K +274 New
JFA
111
JNBA Financial Advisors
Minnesota
$9K -$1.19K -33 -11%
AWM
112
Avior Wealth Management
Nebraska
$7K
SIM
113
Sonora Investment Management
Arizona
$6K +$6.03K +168 New
GI
114
Gradient Investments
Minnesota
$5K -$2.01K -56 -30%
BCI
115
Brinker Capital Investments
Pennsylvania
$3K
GAM
116
Gemmer Asset Management
California
$3K +$36 +1 +1%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2K
LFG
118
LifePlan Financial Group
Ohio
$1K
BBA
119
Braun-Bostich & Associates
Pennsylvania
$1K +$503 +14 New
NC
120
NewSquare Capital
Pennsylvania
$1K +$538 +15 New
LPWM
121
Lake Point Wealth Management
Texas
$1K +$1.44K +40 New
SAM
122
Stringer Asset Management
Tennessee
-$1.46M -41,010 Closed
FAAS
123
First Allied Advisory Services
California
-$69K -1,925 Closed
US Bancorp
124
US Bancorp
Minnesota
-$41K -1,155 Closed
CFD
125
Creative Financial Designs
Indiana
-$16K -457 Closed