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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
101
Fort Point Capital Partners
California
$203K -$7.81K -224 -4%
CAM
102
Costello Asset Management
Pennsylvania
$190K -$11.3K -325 -5%
CFGS
103
Concourse Financial Group Securities
Alabama
$137K -$20.2K -580 -13%
CF
104
Centaurus Financial
California
$136K +$18.2K +523 +15%
SPIA
105
Steward Partners Investment Advisory
New York
$131K +$3.1K +89 +2%
BHWM
106
Bay Harbor Wealth Management
Maryland
$130K -$40.2K -1,154 -23%
Comerica Bank
107
Comerica Bank
Texas
$126K +$130K +3,716 New
CTC
108
Central Trust Company
Missouri
$125K +$128K +3,670 New
ACA
109
Aptus Capital Advisors
Alabama
$121K -$32.4K -929 -21%
GEA
110
Glen Eagle Advisors
New Jersey
$115K +$872 +25 +0.7%
VF
111
VitalStone Financial
Texas
$109K -$16.5K -474 -13%
AF
112
Allworth Financial
California
$92.9K +$2.72K +78 +3%
FCA
113
FinTrust Capital Advisors
South Carolina
$92.6K +$92K +2,638 +2,964%
JGCM
114
Joseph Group Capital Management
Ohio
$75.8K
CT
115
Caldwell Trust
Florida
$67.9K
RG
116
Retirement Group
California
$67.9K
AF
117
Advisornet Financial
Minnesota
$54.5K +$1.81K +52 +3%
AAP
118
Arax Advisory Partners
Colorado
$54.3K +$209 +6 +0.4%
SS
119
Sunbelt Securities
Texas
$53K +$279 +8 +0.5%
JP Morgan Chase
120
JP Morgan Chase
New York
$44.1K -$854K -24,502 -95%
RIA
121
Realta Investment Advisors
Delaware
$41.9K
CPG
122
Cornerstone Planning Group
New Jersey
$33.2K +$23.2K +666 +214%
GWM
123
Geneos Wealth Management
Colorado
$30.7K
MWM
124
Mascoma Wealth Management
New Hampshire
$29.5K +$7.88K +226 +35%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$27.2K -$188K -5,400 -87%