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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Integrity Financial
Wyoming
$174K -$1.27K -31 -0.7%
Vanguard Advisers Inc
127
Vanguard Advisers Inc
Pennsylvania
$169K
GWM
128
Geneos Wealth Management
Colorado
$166K
KFA
129
Kelleher Financial Advisors
New York
$163K +$161K +3,931 New
SWM
130
Spire Wealth Management
Virginia
$142K -$121K -2,959 -46%
AF
131
Allworth Financial
California
$142K -$6.2K -151 -4%
BHWM
132
Bay Harbor Wealth Management
Maryland
$137K -$164 -4 -0.1%
NA
133
NewEdge Advisors
Louisiana
$136K
TWC
134
TD Waterhouse Canada
Ontario, Canada
$135K -$25.1K -611 -16%
MFS
135
Montgomery Financial Services
Maryland
$129K +$128K +3,108 New
CAM
136
Costello Asset Management
Pennsylvania
$108K -$821 -20 -0.8%
Bessemer Group
137
Bessemer Group
New Jersey
$106K +$105K +2,565 New
CT
138
Caldwell Trust
Florida
$93.3K
SF
139
Schuylkill Financial
Pennsylvania
$88.5K +$87.6K +2,135 New
MWM
140
Mosley Wealth Management
California
$86.2K -$12.3K -299 -13%
EWM
141
Evolution Wealth Management
Florida
$73.7K
FFA
142
Farther Finance Advisors
California
$67.4K -$65.4K -1,593 -50%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$66.2K +$14.5K +353 +28%
CAM
144
Congress Asset Management
Massachusetts
$63.7K -$4.71M -114,729 -64%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$59.8K -$17.8K -433 -23%
UCB
146
United Community Bank
South Carolina
$59.1K
GEA
147
Glen Eagle Advisors
New Jersey
$51.7K +$369 +9 +0.7%
PUI
148
Purpose Unlimited Inc
$49.7K +$49.2K +1,199 New
1NWS
149
1 North Wealth Services
Maryland
$49.6K
CPG
150
Cornerstone Planning Group
New Jersey
$46.8K -$3.9K -95 -8%