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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$217K -$165K -4,365 -44%
NWMG
102
National Wealth Management Group
Ohio
$213K -$33.5K -888 -14%
IA
103
IFP Advisors
Florida
$207K -$2.3K -61 -1%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$203K +$198K +5,242 New
CF
105
Centaurus Financial
California
$150K -$77.1K -2,042 -35%
SPIA
106
Steward Partners Investment Advisory
New York
$148K
ACA
107
Aptus Capital Advisors
Alabama
$148K +$2.08K +55 +1%
AF
108
Allworth Financial
California
$137K -$8.42K -223 -6%
CFGS
109
Concourse Financial Group Securities
Alabama
$134K
CTC
110
Central Trust Company
Missouri
$126K +$17.7K +469 +17%
BHWM
111
Bay Harbor Wealth Management
Maryland
$121K -$7.29K -193 -6%
CAM
112
Costello Asset Management
Pennsylvania
$117K -$3.02K -80 -3%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$88.3K +$679 +18 +0.8%
CT
114
Caldwell Trust
Florida
$87K
JGCM
115
Joseph Group Capital Management
Ohio
$86.3K
GEA
116
Glen Eagle Advisors
New Jersey
$75.4K +$566 +15 +0.8%
NA
117
NewEdge Advisors
Louisiana
$69.4K
AAP
118
Arax Advisory Partners
Colorado
$68.5K +$453 +12 +0.7%
AF
119
Advisornet Financial
Minnesota
$65.4K
JP Morgan Chase
120
JP Morgan Chase
New York
$64.2K -$10K -266 -14%
AWM
121
Avior Wealth Management
Nebraska
$59.9K +$1.06K +28 +2%
Comerica Bank
122
Comerica Bank
Texas
$58.9K -$60.8K -1,612 -51%
UCB
123
United Community Bank
South Carolina
$55.1K
CPG
124
Cornerstone Planning Group
New Jersey
$45.8K +$1.25K +33 +3%
VF
125
VitalStone Financial
Texas
$45.4K -$189 -5 -0.4%