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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Professional Financial Advisors
Nebraska
$312K -$91.3K -2,381 -22%
SPIA
102
Steward Partners Investment Advisory
New York
$310K -$71.3K -1,860 -18%
DP
103
Divergent Planning
Maryland
$300K +$728 +19 +0.2%
JP Morgan Chase
104
JP Morgan Chase
New York
$296K -$37.9K -989 -11%
AWA
105
Acorn Wealth Advisors
Michigan
$289K +$460 +12 +0.2%
FHA
106
Flagship Harbor Advisors
Massachusetts
$286K +$18.2K +475 +7%
VWA
107
Visionary Wealth Advisors
Illinois
$284K +$289K +7,530 New
OAM
108
Oppenheimer Asset Management
New York
$280K +$285K +7,438 New
TPWA
109
TRUE Private Wealth Advisors
Oregon
$277K +$295K +7,695 New
WDL
110
Well Done LLC
Michigan
$274K
EH
111
Equitable Holdings
New York
$269K
IWM
112
IHT Wealth Management
Illinois
$266K
AWM
113
Axxcess Wealth Management
California
$262K -$504K -13,155 -65%
CWA
114
Consilium Wealth Advisory
Texas
$258K +$262K +6,845 New
PAMG
115
Patton Albertson Miller Group
Tennessee
$253K -$5.83K -152 -2%
CFGS
116
Concourse Financial Group Securities
Alabama
$251K
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$250K +$23K +600 +10%
TSS
118
Two Sigma Securities
New York
$248K +$253K +6,596 New
KOC
119
Koss-Olinger Consulting
Florida
$234K -$38 -1 -0%
BFA
120
Beacon Financial Advisory
Ohio
$234K
LWAC
121
Laurel Wealth Advisors (California)
California
$224K -$13K -339 -5%
LFG
122
Larson Financial Group
Missouri
$222K -$91.4K -2,384 -29%
GWM
123
Geneos Wealth Management
Colorado
$204K -$7.28M -190,065 -97%
IWC
124
Integrated Wealth Concepts
Massachusetts
$204K +$115 +3 +0.1%
ACA
125
Aptus Capital Advisors
Alabama
$193K -$41.2K -1,075 -17%