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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$194K -$23.2K -589 -11%
AAS
102
Ameritas Advisory Services
Nebraska
$181K +$134K +3,402 +310%
GWM
103
Geneos Wealth Management
Colorado
$161K +$122K +3,100 +343%
AF
104
Allworth Financial
California
$138K -$5.83K -148 -4%
NA
105
NewEdge Advisors
Louisiana
$131K +$48.3K +1,225 +60%
BHWM
106
Bay Harbor Wealth Management
Maryland
$128K +$709 +18 +0.6%
IAS
107
IMA Advisory Services
Colorado
$120K -$151K -3,828 -53%
GSWM
108
Golden State Wealth Management
California
$106K
CAM
109
Costello Asset Management
Pennsylvania
$106K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$94.2K +$24.9K +632 +37%
CT
111
Caldwell Trust
Florida
$90.4K
TWC
112
TD Waterhouse Canada
Ontario, Canada
$87.5K +$23.6K +600 +38%
MCM
113
MAI Capital Management
Ohio
$74.2K +$827 +21 +1%
UCB
114
United Community Bank
South Carolina
$57.2K
MWA
115
Medallion Wealth Advisors
Connecticut
$55.7K
PS
116
Principal Securities
Iowa
$53.5K -$87K -2,208 -62%
CPG
117
Cornerstone Planning Group
New Jersey
$49.5K +$1.81K +46 +4%
GEA
118
Glen Eagle Advisors
New Jersey
$48.8K -$25.9K -657 -35%
CTC
119
Central Trust Company
Missouri
$48.7K +$14.7K +374 +45%
1NWS
120
1 North Wealth Services
Maryland
$48K -$25K -635 -35%
FFA
121
Farther Finance Advisors
California
$40.4K +$315 +8 +0.8%
CA
122
CoreCap Advisors
Michigan
$33.1K
RFP
123
Root Financial Partners
California
$32.7K +$32.1K +814 New
NEWAS
124
N.E.W. Advisory Services
Wisconsin
$32K
ASN
125
Advisory Services Network
Georgia
$31.1K +$30.5K +774 New