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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
101
USAdvisors Wealth Management
Minnesota
$243K +$2.77K +73 +1%
VAG
102
VisionPoint Advisory Group
Texas
$241K +$246K +6,463 New
DWM
103
Dakota Wealth Management
Florida
$239K -$14.4K -380 -6%
PFS
104
Prospera Financial Services
Texas
$232K
IF
105
Integrity Financial
Wyoming
$230K -$19.2K -504 -8%
MAWA
106
Moss Adams Wealth Advisors
Washington
$227K +$1.06K +28 +0.5%
BFS
107
BridgePort Financial Solutions
Iowa
$215K +$215K +5,667 New
DWM
108
Diversify Wealth Management
Utah
$215K -$570 -15 -0.3%
IA
109
IFP Advisors
Florida
$202K +$2.81K +74 +1%
CTC
110
Central Trust Company
Missouri
$157K +$35.6K +937 +29%
SPIA
111
Steward Partners Investment Advisory
New York
$143K
AF
112
Allworth Financial
California
$132K -$1.64K -43 -1%
CF
113
Centaurus Financial
California
$129K -$15.4K -404 -10%
BHWM
114
Bay Harbor Wealth Management
Maryland
$117K +$912 +24 +0.8%
CAM
115
Costello Asset Management
Pennsylvania
$102K -$11.4K -300 -10%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$86.5K +$1.25K +33 +1%
CT
117
Caldwell Trust
Florida
$83.9K
JGCM
118
Joseph Group Capital Management
Ohio
$83.3K
CFGS
119
Concourse Financial Group Securities
Alabama
$82.4K -$49.1K -1,293 -37%
WSFS
120
Wilmington Savings Fund Society
Delaware
$77.4K +$78.9K +2,076 New
AFG
121
Albion Financial Group
Utah
$71.7K +$73.1K +1,923 New
GEA
122
Glen Eagle Advisors
New Jersey
$70.2K -$2.62K -69 -4%
MCM
123
MAI Capital Management
Ohio
$67.4K +$68.6K +1,806 New
VHAM
124
Van Hulzen Asset Management
California
$67K +$68.3K +1,797 New
NA
125
NewEdge Advisors
Louisiana
$67K