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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$232K -$355K -10,241 -59%
CAG
102
Compass Advisory Group
New York
$231K +$246K +7,091 New
VFP
103
Verus Financial Partners
Virginia
$230K -$486 -14 -0.2%
OIA
104
OneDigital Investment Advisors
Kansas
$221K -$61.8K -1,782 -21%
SL
105
Sentinus LLC
Illinois
$220K +$234K +6,757 New
CAGAS
106
Capital Advisory Group Advisory Services
Minnesota
$216K
CWM
107
Cornerstone Wealth Management
Missouri
$206K -$27.7K -800 -11%
CWA
108
Clearview Wealth Advisors
Oregon
$206K -$4.51K -130 -2%
KOC
109
Koss-Olinger Consulting
Florida
$203K +$347 +10 +0.2%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$202K +$215K +6,200 New
PFA
111
Professional Financial Advisors
Nebraska
$167K -$92.7K -2,674 -34%
ACA
112
Aptus Capital Advisors
Alabama
$147K -$16.9K -486 -10%
GEA
113
Glen Eagle Advisors
New Jersey
$130K -$8.6K -248 -6%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$116K +$124K +3,581 New
AIP
115
Almanack Investment Partners
Pennsylvania
$98K +$104K +3,000 New
PCFFS
116
Pacific Center for Financial Services
California
$84K
MWM
117
Mascoma Wealth Management
New Hampshire
$83K +$6.07K +175 +7%
CT
118
Caldwell Trust
Florida
$65.2K
SSC
119
Syverson Strege & Co
Iowa
$65K +$2.84K +82 +4%
RIA
120
Realta Investment Advisors
Delaware
$59K +$62.5K +1,802 New
MCC
121
Money Concepts Capital
Florida
$53K -$29.5K -851 -34%
AAP
122
Arax Advisory Partners
Colorado
$53K +$6.59K +190 +13%
TF
123
TimeScale Financial
Massachusetts
$51K -$6.76K -195 -11%
GRP
124
Global Retirement Partners
California
$50K +$416 +12 +0.8%
HIA
125
Harbor Investment Advisory
Maryland
$45K -$261K -7,528 -85%