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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
101
Atlas Private Wealth Advisors
New Jersey
$65K
AAP
102
Arax Advisory Partners
Colorado
$59K +$335 +9 +0.6%
AF
103
Advisornet Financial
Minnesota
$52K
CI
104
CX Institutional
Indiana
$49K -$6.96K -187 -12%
APA
105
American Portfolios Advisors
New York
$46.2K -$9.45K -254 -17%
GRP
106
Global Retirement Partners
California
$37K +$18.6K +500 +100%
TF
107
TimeScale Financial
Massachusetts
$36K -$118K -3,161 -76%
IA
108
IFP Advisors
Florida
$31K +$186 +5 +0.6%
GEA
109
Glen Eagle Advisors
New Jersey
$30.4K +$30.3K +814 +20,350%
DAM
110
Delta Asset Management
Tennessee
$30K -$3.72K -100 -11%
TFS
111
TrustCore Financial Services
Tennessee
$28K
SWM
112
Sugarloaf Wealth Management
Georgia
$25K -$21.1K -568 -46%
IF
113
Ironwood Financial
Arizona
$25K
CAGAS
114
Capital Advisory Group Advisory Services
Minnesota
$21K -$931 -25 -4%
LAS
115
Lloyd Advisory Services
Georgia
$17K -$23K -617 -58%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$15K -$169K -4,543 -92%
F
117
F3Logic
Minnesota
$13.3K +$13.3K +357 New
SFS
118
Sowell Financial Services
Arkansas
$13K +$74 +2 +0.6%
KCM
119
Kathmere Capital Management
Pennsylvania
$13K +$12.7K +342 New
LFG
120
LifePlan Financial Group
Ohio
$11K
AF
121
Affiance Financial
Minnesota
$10K
JFA
122
JNBA Financial Advisors
Minnesota
$10K +$74 +2 +0.7%
PFS
123
Prospera Financial Services
Texas
$7K -$2.08M -55,972 -100%
CAM
124
Costello Asset Management
Pennsylvania
$6K
RIM
125
Rockbridge Investment Management
New York
$6K +$5.99K +161 New