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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$51K +$50.8K +1,290 New
NFG
127
Next Financial Group
Texas
$38K +$79 +2 +0.2%
APA
128
American Portfolios Advisors
New York
$35.3K
DAM
129
Delta Asset Management
Tennessee
$29K
Barclays
130
Barclays
United Kingdom
$28K +$27.8K +705 New
AWA
131
Arkadios Wealth Advisors
Georgia
$26K +$25.9K +657 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$16K
JFA
133
JNBA Financial Advisors
Minnesota
$16K +$79 +2 +0.5%
GWMIA
134
Global Wealth Management Investment Advisory
Florida
$13K
AF
135
Affiance Financial
Minnesota
$11K
GIA
136
Goodwin Investment Advisory
Georgia
$10K -$512 -13 -5%
PGAM
137
Princeton Global Asset Management
New Jersey
$10K
SWA
138
SOA Wealth Advisors
New York
$10K
MIM
139
Macroview Investment Management
Maryland
$8K
APWA
140
Atlas Private Wealth Advisors
New Jersey
$7K
IF
141
Ironwood Financial
Arizona
$6K
SWM
142
Sugarloaf Wealth Management
Georgia
$4K -$45.4K -1,152 -91%
Bessemer Group
143
Bessemer Group
New Jersey
$4K +$3.94K +100 New
CAM
144
Costello Asset Management
Pennsylvania
$3K -$3.03K -77 -50%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$2K
LPWM
146
Lake Point Wealth Management
Texas
$2K +$2.05K +52 New
NC
147
NewSquare Capital
Pennsylvania
$1K
Jane Street
148
Jane Street
New York
-$557K -14,404 Closed
CAG
149
Compass Advisory Group
New York
-$544K -14,063 Closed
COCM
150
Charter Oak Capital Management
New Hampshire
-$351K -9,075 Closed