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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$12K +$107 +3 +0.8%
AF
102
Affiance Financial
Minnesota
$9K – – –
JFA
103
JNBA Financial Advisors
Minnesota
$9K +$285 +8 +3%
PO
104
Private Ocean
California
$7K +$7.59K +213 New
OPS
105
Orion Portfolio Solutions
Nebraska
$6K +$5.88K +165 New
GAM
106
Gemmer Asset Management
California
$3K +$36 +1 +1%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LPWM
108
Lake Point Wealth Management
Texas
$1K – – –
LFG
109
LifePlan Financial Group
Ohio
$1K – – –
NC
110
NewSquare Capital
Pennsylvania
$1K – – –
SCA
111
Stuart Chaussee & Associates
California
– -$8.54M -235,789 Closed
BSAM
112
Blue Sky Asset Management
Colorado
– -$2.73M -75,257 Closed
MAS
113
Madden Advisory Services
Florida
– -$2.03M -56,141 Closed
AI
114
Atria Investments
North Carolina
– -$1.37M -37,829 Closed
JWCA
115
J.W. Cole Advisors
Florida
– -$1.27M -35,042 Closed
FCA
116
FinTrust Capital Advisors
South Carolina
– -$774K -21,345 Closed
MSA
117
Marino Stram & Associates
Massachusetts
– -$752K -20,742 Closed
TWP
118
Tempus Wealth Planning
California
– -$466K -12,867 Closed
BSW
119
Buckingham Strategic Wealth
Missouri
– -$315K -8,705 Closed
EWA
120
ERTS Wealth Advisors
Michigan
– -$288K -7,939 Closed
CA
121
Calton & Associates
Florida
– -$280K -7,716 Closed
CGL
122
Clarius Group LLC
Washington
– -$272K -7,431 Closed
VWM
123
Vigilare Wealth Management
Arizona
– -$239K -6,534 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
– -$233K -6,388 Closed
VFM
125
Vivid Financial Management
California
– -$215K -5,845 Closed