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iShares Core Conservative Allocation ETF
AOK
AOK
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
126
Belpointe Asset Management
Reno,
Nevada
| – | -$130K | -3,583 | Closed |
|
|
TFA
127
Tobias Financial Advisors
Plantation,
Florida
| – | -$124K | -3,444 | Closed |
|
|
GFPC
128
Global Financial Private Capital
Sarasota,
Florida
| – | -$87K | -2,403 | Closed |
|
|
RIA
129
Realta Investment Advisors
Wilmington,
Delaware
| – | -$39K | -1,119 | Closed |
|
|
OAM
130
Oppenheimer Asset Management
New York
| – | -$32K | -881 | Closed |
|
|
PWP
131
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$19K | -528 | Closed |
|
|
AWM
132
Avior Wealth Management
Omaha,
Nebraska
| – | -$7K | -213 | Closed |
|
|
SIM
133
Sonora Investment Management
Tucson,
Arizona
| – | -$6K | -168 | Closed |
|
|
GI
134
Gradient Investments
Arden Hills,
Minnesota
| – | -$5K | -131 | Closed |
|
|
BCI
135
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$3K | -75 | Closed |
|
|
BBA
136
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | -$1K | -14 | Closed |
|
137
Fidelity Investments
Boston,
Massachusetts
| – | +$36 | +1 | New |
|