We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
101
One Capital Management
California
$212K +$211K +6,018 New
KOC
102
Koss-Olinger Consulting
Florida
$211K -$7.74K -221 -4%
MA
103
Mutual Advisors
Nebraska
$210K -$4.59K -131 -2%
CAM
104
Costello Asset Management
Pennsylvania
$208K +$204K +5,833 +7,478%
BHWM
105
Bay Harbor Wealth Management
Maryland
$175K -$1.54K -44 -0.9%
CFGS
106
Concourse Financial Group Securities
Alabama
$163K -$23K -658 -12%
ACA
107
Aptus Capital Advisors
Alabama
$158K -$3.64K -104 -2%
SPIA
108
Steward Partners Investment Advisory
New York
$133K – – –
VF
109
VitalStone Financial
Texas
$127K -$87.7K -2,505 -41%
CF
110
Centaurus Financial
California
$123K -$30.4K -869 -20%
GEA
111
Glen Eagle Advisors
New Jersey
$119K +$630 +18 +0.5%
CWA
112
Clearview Wealth Advisors
Oregon
$102K -$2.45K -70 -2%
AF
113
Allworth Financial
California
$93.6K +$8.68K +248 +10%
JGCM
114
Joseph Group Capital Management
Ohio
$78.7K – – –
CT
115
Caldwell Trust
Florida
$70.5K – – –
RG
116
Retirement Group
California
$70.5K – – –
AAP
117
Arax Advisory Partners
Colorado
$56.2K +$2.94K +84 +6%
SS
118
Sunbelt Securities
Texas
$54.7K +$49.1K +1,403 +935%
AF
119
Advisornet Financial
Minnesota
$54.7K +$70 +2 +0.1%
HFS
120
Hantz Financial Services
Michigan
$54K +$23.2K +662 +77%
TF
121
TimeScale Financial
Massachusetts
$51.5K -$875 -25 -2%
RIA
122
Realta Investment Advisors
Delaware
$41.9K +$41.7K +1,190 New
RCM
123
Rain Capital Management
Oregon
$33.8K +$175 +5 +0.5%
GWM
124
Geneos Wealth Management
Colorado
$31.9K +$140 +4 +0.4%
MWM
125
Mascoma Wealth Management
New Hampshire
$22.6K -$66.7K -1,905 -75%
3 4
5
6 7