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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
101
Delta Asset Management
Tennessee
$33K -$4.85K -137 -13%
IA
102
IFP Advisors
Florida
$30K -$5.95K -168 -17%
TFS
103
TrustCore Financial Services
Tennessee
$27K
IF
104
Ironwood Financial
Arizona
$24K
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$21K -$1,000K -28,233 -98%
GRP
106
Global Retirement Partners
California
$18K
SFS
107
Sowell Financial Services
Arkansas
$13K +$71 +2 +0.6%
MIM
108
Macroview Investment Management
Maryland
$11K +$10.8K +305 New
AF
109
Affiance Financial
Minnesota
$10K
JFA
110
JNBA Financial Advisors
Minnesota
$10K
LFG
111
LifePlan Financial Group
Ohio
$10K +$8.64K +244 +626%
CAM
112
Costello Asset Management
Pennsylvania
$6K +$5.49K +155 New
GAM
113
Gemmer Asset Management
California
$3K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$2K
NC
115
NewSquare Capital
Pennsylvania
$1K
FHA
116
Flagship Harbor Advisors
Massachusetts
$1K +$1.77K +50 New
GEA
117
Glen Eagle Advisors
New Jersey
$146 +$142 +4 New
Jane Street
118
Jane Street
New York
-$2.02M -59,653 Closed
Truist Financial
119
Truist Financial
North Carolina
-$645K -19,085 Closed
ACP
120
Aveo Capital Partners
Colorado
-$412K -12,210 Closed
LWAC
121
Laurel Wealth Advisors (California)
California
-$332K -9,825 Closed
AIC
122
Ameritas Investment Company
Nebraska
-$275K -8,212 Closed
MWM
123
MBE Wealth Management
Wisconsin
-$47K -1,395 Closed
CS
124
Capital Square
Tennessee
-$35K -1,039 Closed
WAP
125
Wealthcare Advisory Partners
Pennsylvania
-$30K -880 Closed