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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
101
Two Sigma Securities
New York
$256K +$255K +7,616 New
FAAM
102
First Ascent Asset Management
Colorado
$250K -$32.7K -976 -12%
VFP
103
Verus Financial Partners
Virginia
$249K +$1.61K +48 +0.7%
CFGS
104
Concourse Financial Group Securities
Alabama
$248K -$10.1K -300 -4%
CPIG
105
Chicago Partners Investment Group
Illinois
$247K -$1.44K -43 -0.6%
WDL
106
Well Done LLC
Michigan
$244K – – –
FA
107
Financial Advisors
Massachusetts
$239K -$4.29M -127,905 -95%
HIA
108
Harbor Investment Advisory
Maryland
$237K +$190K +5,665 +412%
FPCP
109
Fort Point Capital Partners
California
$230K -$53K -1,581 -19%
OIA
110
OneDigital Investment Advisors
Kansas
$228K – – –
HFS
111
Hantz Financial Services
Michigan
$220K +$219K +6,531 New
IWP
112
Insight Wealth Partners
Texas
$217K +$217K +6,470 New
VF
113
VitalStone Financial
Texas
$217K +$218K +6,507 New
KOC
114
Koss-Olinger Consulting
Florida
$208K -$1.27K -38 -0.6%
BHWM
115
Bay Harbor Wealth Management
Maryland
$176K -$108K -3,212 -38%
ACA
116
Aptus Capital Advisors
Alabama
$151K -$335 -10 -0.2%
CF
117
Centaurus Financial
California
$145K -$629K -18,754 -81%
JFG
118
JDM Financial Group
Texas
$142K +$141K +4,220 New
GEA
119
Glen Eagle Advisors
New Jersey
$136K +$2.88K +86 +2%
CWA
120
Clearview Wealth Advisors
Oregon
$131K -$80.8K -2,411 -38%
MWM
121
Mascoma Wealth Management
New Hampshire
$85.5K – – –
MCC
122
Money Concepts Capital
Florida
$75.9K +$20.7K +618 +38%
JGCM
123
Joseph Group Capital Management
Ohio
$75K +$74.8K +2,233 New
AF
124
Allworth Financial
California
$70.1K -$270K -8,067 -79%
SSC
125
Syverson Strege & Co
Iowa
$68K +$1.14K +34 +2%
3 4
5
6 7