We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
126
Hantz Financial Services
Michigan
$30K -$196K -5,670 -87%
IGWM
127
ICA Group Wealth Management
Colorado
$24K +$2.49K +72 +12%
DAM
128
Delta Asset Management
Tennessee
$21.7K -$1.21K -35 -5%
PA
129
Parallel Advisors
California
$21K +$20.8K +601 New
VWM
130
Venturi Wealth Management
Texas
$20.6K +$20.4K +590 New
CMP
131
Coston McIsaac & Partners
Maine
$14K +$138 +4 +1%
AIP
132
Ahrens Investment Partners
Louisiana
$14K +$13.8K +400 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$12K +$35 +1 +0.3%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$12K
MIM
135
Macroview Investment Management
Maryland
$11.6K
WP
136
WealthShield Partners
North Carolina
$10.1K +$10K +290 New
BA
137
Bellwether Advisors
Nebraska
$9.75K +$1.35K +39 +16%
SWA
138
SOA Wealth Advisors
New York
$9.44K
FP
139
Financial Perspectives
Minnesota
$5.42K
SS
140
Sunbelt Securities
Texas
$5.22K +$5.19K +150 New
HWM
141
Horizons Wealth Management
North Carolina
$4.72K
SWM
142
Sugarloaf Wealth Management
Georgia
$3.74K -$346 -10 -9%
NA
143
NewEdge Advisors
Louisiana
$3.32K
FCA
144
FinTrust Capital Advisors
South Carolina
$2.99K
CAM
145
Costello Asset Management
Pennsylvania
$2.73K
NL
146
NVWM LLC
Pennsylvania
$1.64K +$484 +14 +42%
LOIP
147
Live Oak Investment Partners
Texas
$1.47K
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$1.45K -$94.9K -2,745 -6%
TRCT
149
Tower Research Capital (TRC)
New York
$1K -$3.8K -110 -73%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$35