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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Professional Financial Advisors
Nebraska
$270K -$17.2K -482 -6%
DP
102
Divergent Planning
Maryland
$269K -$6.27K -176 -2%
CIA
103
Compass Ion Advisors
Pennsylvania
$267K -$59.9K -1,680 -18%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$266K +$499 +14 +0.2%
EH
105
Equitable Holdings
New York
$264K +$17.8K +500 +7%
CPIG
106
Chicago Partners Investment Group
Illinois
$254K -$137K -3,850 -35%
MFS
107
Madrona Financial Services
Washington
$253K -$549K -15,398 -68%
WDL
108
Well Done LLC
Michigan
$251K
Renaissance Technologies
109
Renaissance Technologies
New York
$249K -$916K -25,700 -78%
VFP
110
Verus Financial Partners
Virginia
$248K -$65.8K -1,846 -21%
AWA
111
Acorn Wealth Advisors
Michigan
$247K -$19.4K -543 -7%
CWM
112
Cornerstone Wealth Management
Missouri
$246K -$49.6K -1,392 -16%
MA
113
Mutual Advisors
Nebraska
$243K -$74.1K -2,079 -23%
SG
114
StoneX Group
New York
$243K +$250K +7,021 New
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$234K
PAMG
116
Patton Albertson Miller Group
Tennessee
$233K
CFGS
117
Concourse Financial Group Securities
Alabama
$230K
CWA
118
Clearview Wealth Advisors
Oregon
$223K -$105K -2,954 -31%
GWM
119
Geneos Wealth Management
Colorado
$219K +$32.1K +901 +17%
KOC
120
Koss-Olinger Consulting
Florida
$215K +$71 +2 +0%
ACA
121
Aptus Capital Advisors
Alabama
$172K -$5.1K -143 -3%
GEA
122
Glen Eagle Advisors
New Jersey
$146K +$73.8K +2,070 +96%
JP Morgan Chase
123
JP Morgan Chase
New York
$127K -$150K -4,200 -53%
CA
124
CoreCap Advisors
Michigan
$126K +$130K +3,634 New
AF
125
Allworth Financial
California
$98K +$13K +364 +15%