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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Principal Securities
Iowa
$138K +$134K +3,541 New
BHWM
102
Bay Harbor Wealth Management
Maryland
$124K -$265 -7 -0.2%
GSWM
103
Golden State Wealth Management
California
$103K +$99.9K +2,643 New
CAM
104
Costello Asset Management
Pennsylvania
$103K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$91.6K +$605 +16 +0.7%
CT
106
Caldwell Trust
Florida
$87.9K
NA
107
NewEdge Advisors
Louisiana
$79.9K +$9.45K +250 +14%
Comerica Bank
108
Comerica Bank
Texas
$78.2K +$15.4K +407 +26%
GEA
109
Glen Eagle Advisors
New Jersey
$73.2K -$643 -17 -0.9%
1NWS
110
1 North Wealth Services
Maryland
$71.5K
MCM
111
MAI Capital Management
Ohio
$71.3K +$454 +12 +0.7%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$67.1K +$33.9K +897 +109%
AAP
113
Arax Advisory Partners
Colorado
$63.2K -$4.61K -122 -7%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$61.4K -$1.63K -43 -3%
UCB
115
United Community Bank
South Carolina
$55.7K
MWA
116
Medallion Wealth Advisors
Connecticut
$54.2K
CPG
117
Cornerstone Planning Group
New Jersey
$46K +$1.7K +45 +4%
AAS
118
Ameritas Advisory Services
Nebraska
$42.9K -$6.24M -164,957 -99%
FFA
119
Farther Finance Advisors
California
$38.9K +$303 +8 +0.8%
SIS
120
Sound Income Strategies
Florida
$35.6K +$34.5K +912 New
SPIA
121
Steward Partners Investment Advisory
New York
$35.5K +$8.55K +226 +33%
GWM
122
Geneos Wealth Management
Colorado
$35.3K -$34.2K -904 -50%
AF
123
Advisornet Financial
Minnesota
$33.1K -$5.11K -135 -14%
CTC
124
Central Trust Company
Missouri
$32.8K -$128K -3,375 -80%
CA
125
CoreCap Advisors
Michigan
$32.2K