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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$43K -$80.9K -2,332 -64%
AF
127
Advisornet Financial
Minnesota
$36K +$139 +4 +0.4%
HNWAG
128
High Net Worth Advisory Group
Florida
$33K – – –
GWM
129
Geneos Wealth Management
Colorado
$29K -$188K -5,431 -86%
APA
130
American Portfolios Advisors
New York
$22.5K -$4.06K -117 -14%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$19K +$19.7K +569 New
HWM
132
Horizons Wealth Management
North Carolina
$18K – – –
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$14K -$48.6K -1,400 -76%
CMP
134
Coston McIsaac & Partners
Maine
$13K +$69 +2 +0.5%
SJIA
135
St. James Investment Advisors
New York
$12K -$2.77K -80 -18%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.97K -201 -38%
MIM
138
Macroview Investment Management
Maryland
$11K – – –
LPP
139
Life Planning Partners
Florida
$9.04K – – –
AF
140
Affiance Financial
Minnesota
$9K +$9.5K +274 New
JFA
141
JNBA Financial Advisors
Minnesota
$8K -$4.65K -134 -35%
SWA
142
SOA Wealth Advisors
New York
$8K – – –
FP
143
Financial Perspectives
Minnesota
$5.06K +$5.38K +155 New
WA
144
WestEnd Advisors
North Carolina
$5K -$395K -11,394 -99%
BA
145
Bellwether Advisors
Nebraska
$5K +$1.42K +41 +31%
SWM
146
Sugarloaf Wealth Management
Georgia
$4K +$35 +1 +0.9%
CAM
147
Costello Asset Management
Pennsylvania
$3K – – –
FCA
148
FinTrust Capital Advisors
South Carolina
$3K +$3.09K +89 New
DWP
149
Destiny Wealth Partners
Florida
$1K – – –
Lazard Asset Management
150
Lazard Asset Management
New York
$1K – – –