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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
101
Divergent Planning
Maryland
$242K +$242K +6,001 New
FCFC
102
First Commonwealth Financial Corp
Pennsylvania
$241K
UWM
103
USAdvisors Wealth Management
Minnesota
$240K -$5.29K -131 -2%
BEI
104
Benjamin Edwards Inc
Missouri
$229K +$230K +5,699 New
HighTower Advisors
105
HighTower Advisors
Illinois
$227K -$5.89K -146 -3%
EPW
106
Endeavor Private Wealth
Kansas
$211K
KAS
107
Kestra Advisory Services
Texas
$211K -$112K -2,774 -35%
HF
108
HRT Financial
New York
$209K +$211K +5,224 New
WWM
109
Western Wealth Management
Colorado
$204K
MA
110
Mutual Advisors
Nebraska
$202K +$525 +13 +0.3%
PWM
111
Prentice Wealth Management
New York
$201K -$202 -5 -0.1%
IA
112
IFP Advisors
Florida
$186K -$8.03K -199 -4%
JP Morgan Chase
113
JP Morgan Chase
New York
$180K -$1.47M -36,338 -89%
IF
114
Integrity Financial
Wyoming
$173K -$21.8K -540 -11%
Comerica Bank
115
Comerica Bank
Texas
$167K +$138K +3,428 +474%
GWM
116
Geneos Wealth Management
Colorado
$161K
KFA
117
Kelleher Financial Advisors
New York
$158K +$159K +3,931 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$152K +$64.9K +1,607 +74%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$147K -$239K -5,921 -62%
BHWM
120
Bay Harbor Wealth Management
Maryland
$133K +$4.96K +123 +4%
NA
121
NewEdge Advisors
Louisiana
$131K
AF
122
Allworth Financial
California
$126K -$12K -297 -9%
IAS
123
IMA Advisory Services
Colorado
$120K -$15.5K -384 -11%
FFA
124
Farther Finance Advisors
California
$111K +$71K +1,760 +175%
CAM
125
Costello Asset Management
Pennsylvania
$106K