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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$208K
IA
102
IFP Advisors
Florida
$202K +$1.95K +54 +1%
Comerica Bank
103
Comerica Bank
Texas
$157K -$1.31M -36,100 -89%
CF
104
Centaurus Financial
California
$155K -$23.4K -647 -13%
CAM
105
Costello Asset Management
Pennsylvania
$154K -$29.5K -815 -16%
ACA
106
Aptus Capital Advisors
Alabama
$151K +$10.1K +280 +7%
CFGS
107
Concourse Financial Group Securities
Alabama
$148K
SPIA
108
Steward Partners Investment Advisory
New York
$141K -$1.38K -38 -1%
BHWM
109
Bay Harbor Wealth Management
Maryland
$122K +$1.38K +38 +1%
JP Morgan Chase
110
JP Morgan Chase
New York
$120K +$6.22K +172 +6%
AF
111
Allworth Financial
California
$96.3K -$5.14K -142 -5%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$89.6K +$59.3K +1,639 New
CTC
113
Central Trust Company
Missouri
$86.9K
JGCM
114
Joseph Group Capital Management
Ohio
$82.2K
VF
115
VitalStone Financial
Texas
$76K +$2.53K +70 +3%
AAP
116
Arax Advisory Partners
Colorado
$74.3K -$1.63K -45 -2%
CT
117
Caldwell Trust
Florida
$73.7K
RG
118
Retirement Group
California
$73.7K
GEA
119
Glen Eagle Advisors
New Jersey
$71.6K -$54.1K -1,496 -43%
AF
120
Advisornet Financial
Minnesota
$66.7K -$2.97K -82 -4%
UCB
121
United Community Bank
South Carolina
$52.5K +$51.6K +1,425 New
RIA
122
Realta Investment Advisors
Delaware
$44K +$43.2K +1,194 New
CPG
123
Cornerstone Planning Group
New Jersey
$41.1K +$7.46K +206 +22%
GWM
124
Geneos Wealth Management
Colorado
$33.3K
CA
125
CoreCap Advisors
Michigan
$31.5K +$31K +856 New