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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
126
TrustCore Financial Services
Tennessee
$29K
DAM
127
Delta Asset Management
Tennessee
$28K
LAS
128
Lloyd Advisory Services
Georgia
$18K +$39 +1 +0.2%
JFA
129
JNBA Financial Advisors
Minnesota
$16K +$78 +2 +0.5%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$15K
SFS
131
Sowell Financial Services
Arkansas
$14K +$39 +1 +0.3%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$12K +$5.08K +131 +71%
AF
133
Affiance Financial
Minnesota
$11K
GIA
134
Goodwin Investment Advisory
Georgia
$10K -$737 -19 -7%
SWA
135
SOA Wealth Advisors
New York
$10K
PGAM
136
Princeton Global Asset Management
New Jersey
$9K
WWMSC
137
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$8.57K +221 New
MIM
138
Macroview Investment Management
Maryland
$8K +$4.07K +105 +100%
APWA
139
Atlas Private Wealth Advisors
New Jersey
$7K -$61.2K -1,579 -90%
IF
140
Ironwood Financial
Arizona
$6K -$16.5K -425 -75%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$6K -$6.83K -176 -53%
CAM
142
Costello Asset Management
Pennsylvania
$6K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2K
DWP
144
Destiny Wealth Partners
Florida
$1K -$621 -16 -32%
NC
145
NewSquare Capital
Pennsylvania
$1K
SWM
146
Sugarloaf Wealth Management
Georgia
$4 +$23K +593 +88%
FI
147
FormulaFolio Investments
Michigan
-$12.2M -315,779 Closed
CCFM
148
Clear Creek Financial Management
Washington
-$3.44M -88,730 Closed
CGL
149
Clarius Group LLC
Washington
-$3.31M -85,470 Closed
FM
150
Forward Management
California
-$2.41M -62,091 Closed