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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
126
Delta Asset Management
Tennessee
$21.8K
PA
127
Parallel Advisors
California
$21.2K
VWM
128
Venturi Wealth Management
Texas
$20.8K
IGWM
129
ICA Group Wealth Management
Colorado
$20K -$4.2K -120 -17%
CMP
130
Coston McIsaac & Partners
Maine
$14K +$70 +2 +0.5%
HIA
131
Harbor Investment Advisory
Maryland
$13.3K -$43.1K -1,230 -76%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$12.1K
MIM
133
Macroview Investment Management
Maryland
$11.7K
GWMIA
134
Global Wealth Management Investment Advisory
Florida
$11.1K +$11K +315 New
CPG
135
Cornerstone Planning Group
New Jersey
$10.9K +$10.9K +311 New
WP
136
WealthShield Partners
North Carolina
$10.2K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.44K -41 -12%
SWA
138
SOA Wealth Advisors
New York
$9.52K
FP
139
Financial Perspectives
Minnesota
$5.46K
HWM
140
Horizons Wealth Management
North Carolina
$4.76K
SWM
141
Sugarloaf Wealth Management
Georgia
$3.79K +$70 +2 +2%
NA
142
NewEdge Advisors
Louisiana
$3.35K
FCA
143
FinTrust Capital Advisors
South Carolina
$2.99K
RFG
144
RFP Financial Group
Georgia
$2.51K +$2.49K +71 New
NL
145
NVWM LLC
Pennsylvania
$2.15K +$490 +14 +30%
JFA
146
JNBA Financial Advisors
Minnesota
$1.97K +$1.96K +56 New
TRCT
147
Tower Research Capital (TRC)
New York
$1.97K +$525 +15 +37%
LOIP
148
Live Oak Investment Partners
Texas
$1.48K
CFS
149
CGC Financial Services
Oregon
$1.16K +$1.16K +33 New
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$564 +$560 +16 New