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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
101
Napa Wealth Management
California
$221K +$211K +6,106 New
VAS
102
Vestmark Advisory Solutions
Massachusetts
$215K +$206K +5,953 New
PFS
103
Prospera Financial Services
Texas
$214K +$205K +5,924 New
MAWA
104
Moss Adams Wealth Advisors
Washington
$214K +$205K +5,920 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$212K -$128K -3,709 -39%
KOC
106
Koss-Olinger Consulting
Florida
$208K +$199K +5,744 New
WWM
107
Western Wealth Management
Colorado
$205K +$196K +5,660 New
Renaissance Technologies
108
Renaissance Technologies
New York
$202K -$761K -22,000 -80%
WA
109
WestEnd Advisors
North Carolina
$198K +$178K +5,154 +1,552%
IA
110
IFP Advisors
Florida
$196K -$142K -4,109 -43%
Lazard Asset Management
111
Lazard Asset Management
New York
$185K
CAM
112
Costello Asset Management
Pennsylvania
$180K -$20.8K -600 -11%
CF
113
Centaurus Financial
California
$176K +$29.6K +855 +21%
HFS
114
Hantz Financial Services
Michigan
$155K +$149K +4,297 New
CFGS
115
Concourse Financial Group Securities
Alabama
$146K
SPIA
116
Steward Partners Investment Advisory
New York
$140K -$69 -2 -0.1%
ACA
117
Aptus Capital Advisors
Alabama
$138K +$9.2K +266 +7%
GEA
118
Glen Eagle Advisors
New Jersey
$124K +$1.66K +48 +1%
BHWM
119
Bay Harbor Wealth Management
Maryland
$119K -$18.6K -538 -14%
JP Morgan Chase
120
JP Morgan Chase
New York
$112K +$62.3K +1,800 +138%
FCA
121
FinTrust Capital Advisors
South Carolina
$109K +$9.79K +283 +10%
AF
122
Allworth Financial
California
$99.7K +$795 +23 +0.8%
CTC
123
Central Trust Company
Missouri
$85.3K -$45.3K -1,310 -36%
JGCM
124
Joseph Group Capital Management
Ohio
$80.7K
AAP
125
Arax Advisory Partners
Colorado
$74.5K +$16K +462 +29%