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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
101
Moss Adams Wealth Advisors
Washington
$221K
CF
102
Centaurus Financial
California
$218K +$61.9K +1,698 +40%
KOC
103
Koss-Olinger Consulting
Florida
$213K +$210K +5,770 New
TWP
104
Tempus Wealth Planning
California
$212K +$210K +5,748 New
MA
105
Mutual Advisors
Nebraska
$202K +$198K +5,420 New
IA
106
IFP Advisors
Florida
$200K -$2.01K -55 -1%
TWC
107
TD Waterhouse Canada
Ontario, Canada
$160K +$98.5K +2,700 +165%
SPIA
108
Steward Partners Investment Advisory
New York
$141K
AF
109
Allworth Financial
California
$140K +$41.9K +1,148 +44%
ACA
110
Aptus Capital Advisors
Alabama
$139K -$11.9K -326 -8%
CFGS
111
Concourse Financial Group Securities
Alabama
$128K -$20.2K -554 -14%
BHWM
112
Bay Harbor Wealth Management
Maryland
$122K -$36 -1 -0%
Comerica Bank
113
Comerica Bank
Texas
$116K -$40.8K -1,119 -26%
CAM
114
Costello Asset Management
Pennsylvania
$115K -$38.5K -1,056 -25%
CTC
115
Central Trust Company
Missouri
$103K +$15.9K +435 +18%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$83.7K +$82.7K +2,267 New
CT
117
Caldwell Trust
Florida
$83.1K +$9.12K +250 +13%
JGCM
118
Joseph Group Capital Management
Ohio
$82.5K
GEA
119
Glen Eagle Advisors
New Jersey
$71.5K -$328 -9 -0.5%
JP Morgan Chase
120
JP Morgan Chase
New York
$71.2K -$49.1K -1,345 -41%
NA
121
NewEdge Advisors
Louisiana
$66.3K +$62K +1,700 +1,789%
AAP
122
Arax Advisory Partners
Colorado
$65K -$9.41K -258 -13%
AF
123
Advisornet Financial
Minnesota
$62.5K -$4.34K -119 -7%
AWM
124
Avior Wealth Management
Nebraska
$56.2K +$55.5K +1,521 New
UCB
125
United Community Bank
South Carolina
$52.6K