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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Sugarloaf Wealth Management
Georgia
$26K +$228 +6 +0.9%
IF
127
Ironwood Financial
Arizona
$22K -$3.83K -101 -15%
CAGAS
128
Capital Advisory Group Advisory Services
Minnesota
$21K -$949 -25 -4%
LAS
129
Lloyd Advisory Services
Georgia
$18K +$152 +4 +0.9%
JFA
130
JNBA Financial Advisors
Minnesota
$16K +$5.08K +134 +49%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$15K
SFS
132
Sowell Financial Services
Arkansas
$14K +$114 +3 +0.8%
KCM
133
Kathmere Capital Management
Pennsylvania
$13K +$38 +1 +0.3%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$13K +$12.7K +334 New
FCM
135
Firestone Capital Management
Florida
$13K +$12.8K +337 New
AF
136
Affiance Financial
Minnesota
$11K
GIA
137
Goodwin Investment Advisory
Georgia
$11K +$10.3K +271 New
SWA
138
SOA Wealth Advisors
New York
$10K +$10.2K +270 New
APA
139
American Portfolios Advisors
New York
$9.38K -$38K -1,000 -81%
PGAM
140
Princeton Global Asset Management
New Jersey
$9K +$9.3K +245 New
SIAG
141
Safeguard Investment Advisory Group
California
$7K +$6.87K +181 New
GWMIA
142
Global Wealth Management Investment Advisory
Florida
$7K +$6.98K +184 New
CAM
143
Costello Asset Management
Pennsylvania
$6K
MIM
144
Macroview Investment Management
Maryland
$4K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$2K
DWP
146
Destiny Wealth Partners
Florida
$2K +$1.9K +50 New
NC
147
NewSquare Capital
Pennsylvania
$1K
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$1K +$873 +23 New
WAS
149
Wealth Advisory Solutions
Indiana
-$2.3M -61,838 Closed
ACP
150
Aveo Capital Partners
Colorado
-$1.08M -29,075 Closed