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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
126
EPG Wealth Management
Georgia
$31.2K +$30.6K +846 New
CTB
127
Country Trust Bank
Illinois
$25.9K +$25.4K +702 New
RCM
128
Rain Capital Management
Oregon
$23.9K +$253 +7 +1%
DAM
129
Delta Asset Management
Tennessee
$22.1K – – –
VWM
130
Venturi Wealth Management
Texas
$21.7K – – –
NS
131
NBC Securities
Alabama
$21K – – –
AIC
132
Archer Investment Corporation
Indiana
$20.4K +$20K +553 New
T
133
Tidemark
California
$20.3K – – –
MIM
134
Macroview Investment Management
Maryland
$17.4K +$4.96K +137 +41%
CMP
135
Coston McIsaac & Partners
Maine
$15K +$181 +5 +1%
HIA
136
Harbor Investment Advisory
Maryland
$14K – – –
MWM
137
Mascoma Wealth Management
New Hampshire
$13.6K -$9.95K -275 -43%
FCAS
138
First Command Advisory Services
Texas
$11.5K +$11.3K +312 New
FWM
139
FSA Wealth Management
Massachusetts
$10.6K – – –
IGWM
140
ICA Group Wealth Management
Colorado
$10.2K – – –
SWA
141
SOA Wealth Advisors
New York
$9.94K – – –
JFA
142
JNBA Financial Advisors
Minnesota
$6.37K +$1.56K +43 +33%
FP
143
Financial Perspectives
Minnesota
$5.71K – – –
SS
144
Sunbelt Securities
Texas
$5.39K – – –
HWM
145
Horizons Wealth Management
North Carolina
$5.35K – – –
NL
146
NVWM LLC
Pennsylvania
$4.86K +$2.57K +71 +116%
SWM
147
Sugarloaf Wealth Management
Georgia
$4.06K – – –
NA
148
NewEdge Advisors
Louisiana
$3.5K – – –
RFG
149
RFP Financial Group
Georgia
$2.62K – – –
BTI
150
Blue Trust Inc
Georgia
$2.21K +$2.17K +60 New
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