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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
101
Advisortrust Partners
North Carolina
$236K +$240K +5,924 New
UWM
102
USAdvisors Wealth Management
Minnesota
$231K -$4.58K -113 -2%
MA
103
Mutual Advisors
Nebraska
$230K +$30.4K +749 +15%
HighTower Advisors
104
HighTower Advisors
Illinois
$226K +$243 +6 +0.1%
P
105
&Partners
Tennessee
$221K +$225K +5,543 New
PWM
106
Prentice Wealth Management
New York
$220K +$20.4K +503 +10%
CFS
107
Coordinated Financial Services
Colorado
$210K +$213K +5,260 New
WWM
108
Western Wealth Management
Colorado
$204K +$811 +20 +0.4%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$200K -$848K -20,904 -81%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$194K +$48.7K +1,200 +33%
IA
111
IFP Advisors
Florida
$185K +$568 +14 +0.3%
TPCW
112
TD Private Client Wealth
New York
$179K +$182K +4,490 New
IF
113
Integrity Financial
Wyoming
$169K -$3.57K -88 -2%
Vanguard Advisers Inc
114
Vanguard Advisers Inc
Pennsylvania
$163K +$165K +4,079 New
GWM
115
Geneos Wealth Management
Colorado
$160K
TWC
116
TD Waterhouse Canada
Ontario, Canada
$155K +$3.97K +98 +3%
AF
117
Allworth Financial
California
$143K +$17.5K +432 +14%
BHWM
118
Bay Harbor Wealth Management
Maryland
$132K +$568 +14 +0.4%
NA
119
NewEdge Advisors
Louisiana
$130K
FFA
120
Farther Finance Advisors
California
$129K +$18.4K +453 +16%
IAS
121
IMA Advisory Services
Colorado
$126K +$6.85K +169 +6%
CAM
122
Costello Asset Management
Pennsylvania
$105K
MWM
123
Mosley Wealth Management
California
$95.5K +$96.4K +2,378 New
CT
124
Caldwell Trust
Florida
$89.8K
MCM
125
MAI Capital Management
Ohio
$75K +$324 +8 +0.4%