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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
126
VitalStone Financial
Texas
$73K -$40.7K -1,177 -37%
CT
127
Caldwell Trust
Florida
$72.3K
RG
128
Retirement Group
California
$72.3K
AF
129
Advisornet Financial
Minnesota
$68.4K +$9.99K +289 +18%
CPG
130
Cornerstone Planning Group
New Jersey
$33.6K -$1.66K -48 -5%
GWM
131
Geneos Wealth Management
Colorado
$32.7K
ASN
132
Advisory Services Network
Georgia
$32K +$30.6K +885 New
MWM
133
Mascoma Wealth Management
New Hampshire
$23.2K -$7.82K -226 -26%
RCM
134
Rain Capital Management
Oregon
$23.2K +$138 +4 +0.6%
PA
135
Parallel Advisors
California
$21.7K
DAM
136
Delta Asset Management
Tennessee
$21.7K
VWM
137
Venturi Wealth Management
Texas
$21.3K
NS
138
NBC Securities
Alabama
$20K
T
139
Tidemark
California
$19.9K +$19.1K +551 New
CMP
140
Coston McIsaac & Partners
Maine
$15K +$104 +3 +0.7%
HIA
141
Harbor Investment Advisory
Maryland
$13.8K +$104 +3 +0.8%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$12.4K
MIM
143
Macroview Investment Management
Maryland
$12.2K +$138 +4 +1%
GWMIA
144
Global Wealth Management Investment Advisory
Florida
$11.4K
IGWM
145
ICA Group Wealth Management
Colorado
$10K +$9.58K +277 New
FWM
146
FSA Wealth Management
Massachusetts
$10K +$9.96K +288 New
SWA
147
SOA Wealth Advisors
New York
$9.76K
FP
148
Financial Perspectives
Minnesota
$5.6K
HWM
149
Horizons Wealth Management
North Carolina
$5.35K
SS
150
Sunbelt Securities
Texas
$5.29K -$48.9K -1,415 -91%