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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
126
Caldwell Trust
Florida
$67.2K
RG
127
Retirement Group
California
$67K +$67K +2,000 New
RIA
128
Realta Investment Advisors
Delaware
$59.8K -$737 -22 -1%
AAP
129
Arax Advisory Partners
Colorado
$56.8K +$1.74K +52 +3%
SPIA
130
Steward Partners Investment Advisory
New York
$55.9K -$625K -18,655 -92%
AF
131
Advisornet Financial
Minnesota
$51.9K +$14.9K +445 +41%
GRP
132
Global Retirement Partners
California
$51.8K +$436 +13 +0.9%
TF
133
TimeScale Financial
Massachusetts
$51.4K +$34 +1 +0.1%
JP Morgan Chase
134
JP Morgan Chase
New York
$44K -$1.34K -40 -3%
HNWAG
135
High Net Worth Advisory Group
Florida
$33.6K
RCM
136
Rain Capital Management
Oregon
$31.7K +$31.7K +945 New
CWC
137
Carolinas Wealth Consulting
North Carolina
$31.2K +$31.1K +929 New
GWM
138
Geneos Wealth Management
Colorado
$30.2K
HWMA
139
Heritage Wealth Management (Arizona)
Arizona
$29.6K +$14.7K +440 +100%
ASN
140
Advisory Services Network
Georgia
$24.7K +$24.6K +735 New
PWMA
141
Pension & Wealth Management Advisors
Massachusetts
$23.9K +$23.8K +710 New
DAM
142
Delta Asset Management
Tennessee
$22K +$22K +655 New
IGWM
143
ICA Group Wealth Management
Colorado
$21.6K +$20.6K +615 New
CA
144
CoreCap Advisors
Michigan
$14.3K +$14.2K +424 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$11.5K -$1.34K -40 -10%
MIM
146
Macroview Investment Management
Maryland
$11.1K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$11K +$67 +2 +0.6%
CPG
148
Cornerstone Planning Group
New Jersey
$9.71K +$9.32K +278 New
SWA
149
SOA Wealth Advisors
New York
$9.07K
BA
150
Bellwether Advisors
Nebraska
$8.07K +$2.21K +66 +38%