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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
101
Koss-Olinger Consulting
Florida
$217K +$484 +14 +0.2%
MA
102
Mutual Advisors
Nebraska
$213K -$91.5K -2,647 -30%
NF
103
Nvest Financial
New Hampshire
$205K +$202K +5,855 New
WWM
104
Western Wealth Management
Colorado
$203K +$201K +5,820 New
CFGS
105
Concourse Financial Group Securities
Alabama
$184K -$73.3K -2,121 -29%
BHWM
106
Bay Harbor Wealth Management
Maryland
$175K -$7.82K -226 -4%
ACA
107
Aptus Capital Advisors
Alabama
$160K +$3.6K +104 +2%
JFG
108
JDM Financial Group
Texas
$153K +$5.57K +161 +4%
CF
109
Centaurus Financial
California
$152K +$761 +22 +0.5%
SPIA
110
Steward Partners Investment Advisory
New York
$132K +$73.2K +2,117 +127%
GEA
111
Glen Eagle Advisors
New Jersey
$117K -$24.5K -708 -17%
CWA
112
Clearview Wealth Advisors
Oregon
$103K -$32.6K -942 -24%
MWM
113
Mascoma Wealth Management
New Hampshire
$89.7K +$173 +5 +0.2%
AF
114
Allworth Financial
California
$84.2K +$11.1K +322 +15%
JGCM
115
Joseph Group Capital Management
Ohio
$78.1K – – –
SSC
116
Syverson Strege & Co
Iowa
$71.6K +$899 +26 +1%
RG
117
Retirement Group
California
$70K – – –
CT
118
Caldwell Trust
Florida
$69.9K – – –
IWP
119
IAG Wealth Partners
Wisconsin
$66.4K +$65.7K +1,900 New
HIA
120
Harbor Investment Advisory
Maryland
$56.2K -$188K -5,432 -77%
AF
121
Advisornet Financial
Minnesota
$54.2K +$242 +7 +0.5%
AAP
122
Arax Advisory Partners
Colorado
$52.8K -$6.22K -180 -11%
TF
123
TimeScale Financial
Massachusetts
$52K -$3.15K -91 -6%
RCM
124
Rain Capital Management
Oregon
$33.3K +$277 +8 +0.8%
GWM
125
Geneos Wealth Management
Colorado
$31.5K – – –
3 4
5
6 7