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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$30.8K +$5.05K +146 +20%
HFS
127
Hantz Financial Services
Michigan
$30K -$196K -5,670 -87%
IGWM
128
ICA Group Wealth Management
Colorado
$24K +$2.49K +72 +12%
DAM
129
Delta Asset Management
Tennessee
$21.7K -$1.21K -35 -5%
PA
130
Parallel Advisors
California
$21K +$20.8K +601 New
VWM
131
Venturi Wealth Management
Texas
$20.6K +$20.4K +590 New
CMP
132
Coston McIsaac & Partners
Maine
$14K +$138 +4 +1%
AIP
133
Ahrens Investment Partners
Louisiana
$14K +$13.8K +400 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$12K +$35 +1 +0.3%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
MIM
136
Macroview Investment Management
Maryland
$11.6K – – –
WP
137
WealthShield Partners
North Carolina
$10.1K +$10K +290 New
BA
138
Bellwether Advisors
Nebraska
$9.75K +$1.35K +39 +16%
SWA
139
SOA Wealth Advisors
New York
$9.44K – – –
FP
140
Financial Perspectives
Minnesota
$5.42K – – –
SS
141
Sunbelt Securities
Texas
$5.22K +$5.19K +150 New
HWM
142
Horizons Wealth Management
North Carolina
$4.72K – – –
SWM
143
Sugarloaf Wealth Management
Georgia
$3.74K -$346 -10 -9%
NA
144
NewEdge Advisors
Louisiana
$3.32K – – –
FCA
145
FinTrust Capital Advisors
South Carolina
$2.99K – – –
CAM
146
Costello Asset Management
Pennsylvania
$2.73K – – –
NL
147
NVWM LLC
Pennsylvania
$1.64K +$484 +14 +42%
LOIP
148
Live Oak Investment Partners
Texas
$1.47K – – –
TRCT
149
Tower Research Capital (TRC)
New York
$1K -$3.8K -110 -73%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$35 – – –