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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
101
Stephens Inc
Arkansas
$257K +$158 +4 +0.1%
BFA
102
Beacon Financial Advisory
Ohio
$256K – – –
EH
103
Equitable Holdings
New York
$251K – – –
KOC
104
Koss-Olinger Consulting
Florida
$248K – – –
SFG
105
StrategIQ Financial Group
Indiana
$247K -$116K -2,933 -32%
AWA
106
Acorn Wealth Advisors
Michigan
$244K +$28K +712 +13%
ACA
107
Aptus Capital Advisors
Alabama
$236K -$175K -4,440 -43%
RA
108
RFG Advisory
Alabama
$234K +$2.52K +64 +1%
SW
109
SteelPeak Wealth
California
$216K -$1.77K -45 -0.8%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$210K +$236 +6 +0.1%
GRP
111
Global Retirement Partners
California
$196K +$63.2K +1,604 +48%
SL
112
Savior LLC
Massachusetts
$192K – – –
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$138K +$71.9K +1,825 +112%
AF
114
Allworth Financial
California
$135K -$2.01K -51 -1%
SSC
115
Syverson Strege & Co
Iowa
$125K +$14.1K +358 +13%
JAWM
116
J. Arnold Wealth Management
Ohio
$121K +$14.1K +357 +13%
CI
117
CX Institutional
Indiana
$117K -$3.11K -79 -3%
TFGT
118
TS Financial Group (TSFG)
Illinois
$103K – – –
PCFFS
119
Pacific Center for Financial Services
California
$102K – – –
CT
120
Caldwell Trust
Florida
$91.5K – – –
HWMA
121
Heritage Wealth Management (Arizona)
Arizona
$75K – – –
TF
122
TimeScale Financial
Massachusetts
$63K +$25K +634 +67%
GEA
123
Glen Eagle Advisors
New Jersey
$59.1K +$23.7K +602 +68%
HIA
124
Harbor Investment Advisory
Maryland
$56K +$394 +10 +0.7%
AF
125
Advisornet Financial
Minnesota
$55K – – –
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5
6 7