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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
126
Pacific Center for Financial Services
California
$89K
MCC
127
Money Concepts Capital
Florida
$87K -$29.3K -821 -25%
MWM
128
Mascoma Wealth Management
New Hampshire
$82K +$13.1K +368 +18%
CT
129
Caldwell Trust
Florida
$69.1K
RG
130
Retirement Group
California
$69K
SSC
131
Syverson Strege & Co
Iowa
$66K -$2.99K -84 -4%
HWMA
132
Heritage Wealth Management (Arizona)
Arizona
$63.6K
TF
133
TimeScale Financial
Massachusetts
$61K -$962 -27 -2%
CI
134
CX Institutional
Indiana
$61K +$63.3K +1,776 New
SPIA
135
Steward Partners Investment Advisory
New York
$57K -$234K -6,555 -80%
HWA
136
Heritage Wealth Advisors
Virginia
$53K +$54.1K +1,519 New
GRP
137
Global Retirement Partners
California
$52K +$36 +1 +0.1%
AAP
138
Arax Advisory Partners
Colorado
$50K -$2.25K -63 -4%
BIA
139
Bell Investment Advisors
California
$46K +$47.4K +1,329 New
PFS
140
Prospera Financial Services
Texas
$43K -$9.09K -255 -17%
AF
141
Advisornet Financial
Minnesota
$38K -$784 -22 -2%
HNWAG
142
High Net Worth Advisory Group
Florida
$35K
TWA
143
TCI Wealth Advisors
Arizona
$35K +$35.6K +1,000 New
TFGT
144
TS Financial Group (TSFG)
Illinois
$31K -$60.6K -1,700 -66%
AIP
145
Ahrens Investment Partners
Louisiana
$31K
SWM
146
SeaCrest Wealth Management
New York
$31K +$32.1K +900 New
APA
147
American Portfolios Advisors
New York
$27.9K
TFA
148
Toth Financial Advisory
Virginia
$27K +$27.7K +776 New
HWM
149
Horizons Wealth Management
North Carolina
$20K +$19.9K +559 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$18K