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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
101
Acorn Wealth Advisors
Michigan
$302K +$60.4K +1,508 +25%
PAMG
102
Patton Albertson Miller Group
Tennessee
$279K -$16.4K -409 -5%
CFGS
103
Concourse Financial Group Securities
Alabama
$274K -$2K -50 -0.7%
NWM
104
Northwest Wealth Management
Iowa
$262K -$3.28K -82 -1%
BFA
105
Beacon Financial Advisory
Ohio
$255K – – –
SI
106
Stephens Inc
Arkansas
$255K +$200 +5 +0.1%
EH
107
Equitable Holdings
New York
$248K -$1.2K -30 -0.5%
KOC
108
Koss-Olinger Consulting
Florida
$247K +$280 +7 +0.1%
GRP
109
Global Retirement Partners
California
$246K +$52.3K +1,306 +27%
ACA
110
Aptus Capital Advisors
Alabama
$245K +$9.77K +244 +4%
SFG
111
StrategIQ Financial Group
Indiana
$238K -$8.01K -200 -3%
OAM
112
Oppenheimer Asset Management
New York
$232K +$235K +5,863 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$222K +$225K +5,608 New
RA
114
RFG Advisory
Alabama
$220K -$12.1K -301 -5%
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$204K +$68.1K +1,700 +49%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$161K -$47.6K -1,189 -23%
SSC
117
Syverson Strege & Co
Iowa
$103K -$20.5K -512 -16%
TFGT
118
TS Financial Group (TSFG)
Illinois
$102K – – –
AF
119
Allworth Financial
California
$101K -$33.1K -828 -24%
PCFFS
120
Pacific Center for Financial Services
California
$101K – – –
CI
121
CX Institutional
Indiana
$100K -$15.9K -396 -14%
CT
122
Caldwell Trust
Florida
$88.9K -$2K -50 -2%
KIG
123
Kowal Investment Group
Wisconsin
$79K +$79.8K +1,994 New
RG
124
Retirement Group
California
$79K +$80.1K +2,000 New
HWMA
125
Heritage Wealth Management (Arizona)
Arizona
$73K -$1.2K -30 -2%
3 4
5
6 7