We are live on ! Find out more
AOK icon

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