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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
101
SteelPeak Wealth
California
$219K -$7.32K -193 -3%
TWP
102
Tempus Wealth Planning
California
$210K -$54K -1,423 -21%
RWM
103
Ritholtz Wealth Management
New York
$210K +$417 +11 +0.2%
KA
104
Kovack Advisors
Florida
$209K -$94.9K -2,500 -32%
G
105
Gainplan
Michigan
$202K +$198K +5,213 New
SL
106
Savior LLC
Massachusetts
$169K – – –
SSC
107
Syverson Strege & Co
Iowa
$144K +$141K +3,714 New
JAWM
108
J. Arnold Wealth Management
Ohio
$143K +$797 +21 +0.6%
PCFFS
109
Pacific Center for Financial Services
California
$100K – – –
TFGT
110
TS Financial Group (TSFG)
Illinois
$100K – – –
HIA
111
Harbor Investment Advisory
Maryland
$91K +$1.4K +37 +2%
CT
112
Caldwell Trust
Florida
$89.1K – – –
APWA
113
Atlas Private Wealth Advisors
New Jersey
$68K – – –
CI
114
CX Institutional
Indiana
$66K +$15K +396 +30%
MCC
115
Money Concepts Capital
Florida
$64K +$62.2K +1,640 New
AAP
116
Arax Advisory Partners
Colorado
$60K -$987 -26 -2%
AF
117
Advisornet Financial
Minnesota
$54K -$759 -20 -1%
GRP
118
Global Retirement Partners
California
$39K +$304 +8 +0.8%
TF
119
TimeScale Financial
Massachusetts
$36K -$1.48K -39 -4%
GEA
120
Glen Eagle Advisors
New Jersey
$32.3K +$645 +17 +2%
LGA
121
Lebenthal Global Advisors
New York
$31K +$30.4K +800 New
PWM
122
Perigon Wealth Management
California
$30K +$29.2K +770 New
CWC
123
Carolinas Wealth Consulting
North Carolina
$29K -$111K -2,932 -80%
TFS
124
TrustCore Financial Services
Tennessee
$29K – – –
DAM
125
Delta Asset Management
Tennessee
$28K -$2.85K -75 -9%
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