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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
101
Central Trust Company
Missouri
$159K +$490 +13 +0.3%
AF
102
Allworth Financial
California
$131K +$452 +12 +0.3%
BHWM
103
Bay Harbor Wealth Management
Maryland
$119K +$867 +23 +0.7%
CAM
104
Costello Asset Management
Pennsylvania
$99.2K -$3.77K -100 -4%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$87.6K +$377 +10 +0.4%
CT
106
Caldwell Trust
Florida
$84.7K
JGCM
107
Joseph Group Capital Management
Ohio
$84K
GEA
108
Glen Eagle Advisors
New Jersey
$71.1K +$302 +8 +0.4%
1NWS
109
1 North Wealth Services
Maryland
$68.9K +$69K +1,830 New
MCM
110
MAI Capital Management
Ohio
$68.2K +$302 +8 +0.4%
GWM
111
Geneos Wealth Management
Colorado
$68K +$34.1K +904 +100%
NA
112
NewEdge Advisors
Louisiana
$67.5K
AAP
113
Arax Advisory Partners
Colorado
$65.5K +$3.28K +87 +5%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$61K -$202K -5,356 -77%
Comerica Bank
115
Comerica Bank
Texas
$60K -$812K -21,538 -93%
NEWAS
116
N.E.W. Advisory Services
Wisconsin
$59.9K +$60K +1,592 New
UCB
117
United Community Bank
South Carolina
$53.6K
MWA
118
Medallion Wealth Advisors
Connecticut
$52.2K
JP Morgan Chase
119
JP Morgan Chase
New York
$47K -$7.99K -212 -15%
CPG
120
Cornerstone Planning Group
New Jersey
$41.9K -$4.75K -126 -10%
FFA
121
Farther Finance Advisors
California
$37.3K +$151 +4 +0.4%
AF
122
Advisornet Financial
Minnesota
$36.9K +$7.46K +198 +25%
EWM
123
EPG Wealth Management
Georgia
$32.9K +$113 +3 +0.3%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$31K +$6.94K +184 +29%
CA
125
CoreCap Advisors
Michigan
$31K +$12.6K +333 +68%