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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$354K -$166K -4,170 -32%
OIA
102
OneDigital Investment Advisors
Kansas
$342K
LHEI
103
Leo H. Evart Inc
California
$341K +$340K +8,533 New
CWM
104
Cornerstone Wealth Management
Missouri
$340K -$26.4K -662 -7%
RWA
105
Redhawk Wealth Advisors
Minnesota
$333K -$1.56K -39 -0.5%
LFG
106
Larson Financial Group
Missouri
$331K +$330K +8,280 New
BHWM
107
Bay Harbor Wealth Management
Maryland
$321K -$43.3K -1,085 -12%
DP
108
Divergent Planning
Maryland
$316K
AWA
109
Acorn Wealth Advisors
Michigan
$307K +$957 +24 +0.3%
WWM
110
Western Wealth Management
Colorado
$306K +$305K +7,640 New
WDL
111
Well Done LLC
Michigan
$291K -$374K -9,368 -56%
EH
112
Equitable Holdings
New York
$286K +$34.5K +864 +14%
FHA
113
Flagship Harbor Advisors
Massachusetts
$285K +$284K +7,125 New
IWM
114
IHT Wealth Management
Illinois
$283K -$96.9K -2,429 -26%
PAMG
115
Patton Albertson Miller Group
Tennessee
$275K -$6.86K -172 -2%
Citadel Advisors
116
Citadel Advisors
Florida
$270K -$536K -13,436 -67%
CFGS
117
Concourse Financial Group Securities
Alabama
$267K -$11.2K -282 -4%
NWM
118
Northwest Wealth Management
Iowa
$259K -$5.7K -143 -2%
LWAC
119
Laurel Wealth Advisors (California)
California
$251K +$251K +6,284 New
BFA
120
Beacon Financial Advisory
Ohio
$249K -$9.18K -230 -4%
KOC
121
Koss-Olinger Consulting
Florida
$249K -$1.16K -29 -0.5%
ACA
122
Aptus Capital Advisors
Alabama
$248K +$40 +1 +0%
CAGAS
123
Capital Advisory Group Advisory Services
Minnesota
$241K +$34.9K +875 +17%
RA
124
RFG Advisory
Alabama
$238K +$14.8K +372 +7%
IWC
125
Integrated Wealth Concepts
Massachusetts
$217K -$7.62K -191 -3%