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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Caldwell Trust
Florida
$85.5K -$6.14K -165 -7%
APWA
102
Atlas Private Wealth Advisors
New Jersey
$65K – – –
AAP
103
Arax Advisory Partners
Colorado
$59K +$335 +9 +0.6%
AF
104
Advisornet Financial
Minnesota
$52K – – –
CI
105
CX Institutional
Indiana
$49K -$6.96K -187 -12%
APA
106
American Portfolios Advisors
New York
$46.2K -$9.45K -254 -17%
GRP
107
Global Retirement Partners
California
$37K +$18.6K +500 +100%
TF
108
TimeScale Financial
Massachusetts
$36K -$118K -3,161 -76%
IA
109
IFP Advisors
Florida
$31K +$186 +5 +0.6%
GEA
110
Glen Eagle Advisors
New Jersey
$30.4K +$30.3K +814 +20,350%
DAM
111
Delta Asset Management
Tennessee
$30K -$3.72K -100 -11%
TFS
112
TrustCore Financial Services
Tennessee
$28K – – –
SWM
113
Sugarloaf Wealth Management
Georgia
$25K -$21.1K -568 -46%
IF
114
Ironwood Financial
Arizona
$25K – – –
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$21K -$931 -25 -4%
LAS
116
Lloyd Advisory Services
Georgia
$17K -$23K -617 -58%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$15K -$169K -4,543 -92%
F
118
F3Logic
Minnesota
$13.3K +$13.3K +357 New
SFS
119
Sowell Financial Services
Arkansas
$13K +$74 +2 +0.6%
KCM
120
Kathmere Capital Management
Pennsylvania
$13K +$12.7K +342 New
LFG
121
LifePlan Financial Group
Ohio
$11K – – –
AF
122
Affiance Financial
Minnesota
$10K – – –
JFA
123
JNBA Financial Advisors
Minnesota
$10K +$74 +2 +0.7%
PFS
124
Prospera Financial Services
Texas
$7K -$2.08M -55,972 -100%
CAM
125
Costello Asset Management
Pennsylvania
$6K – – –