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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$37.6K +$36.7K +971 +97,100%
GWM
127
Geneos Wealth Management
Colorado
$34.9K
EWM
128
EPG Wealth Management
Georgia
$33.2K +$32.4K +858 New
CA
129
CoreCap Advisors
Michigan
$33.1K +$32.3K +856 New
DAM
130
Delta Asset Management
Tennessee
$23.2K
VWM
131
Venturi Wealth Management
Texas
$22.8K
NS
132
NBC Securities
Alabama
$22K
AIC
133
Archer Investment Corporation
Indiana
$21.4K
T
134
Tidemark
California
$21.3K
MIM
135
Macroview Investment Management
Maryland
$18.5K +$151 +4 +0.8%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$15.9K -$5.85K -155 -27%
HIA
137
Harbor Investment Advisory
Maryland
$13.1K +$302 +8 +2%
SS
138
Sunbelt Securities
Texas
$11.5K +$604 +16 +6%
FWM
139
FSA Wealth Management
Massachusetts
$11.1K +$10.9K +288 New
SWA
140
SOA Wealth Advisors
New York
$10.4K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$10.3K +$9.96K +264 +13,200%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$9.81K +260 New
RWM
143
Reston Wealth Management
Virginia
$8.87K -$357K -9,470 -98%
MWM
144
Mascoma Wealth Management
New Hampshire
$7.46K -$6.61K -175 -48%
NL
145
NVWM LLC
Pennsylvania
$7.04K +$1.89K +50 +38%
FP
146
Financial Perspectives
Minnesota
$5.99K
HWM
147
Horizons Wealth Management
North Carolina
$5.72K
SWM
148
Sugarloaf Wealth Management
Georgia
$4.32K +$38 +1 +0.9%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$3.91K +$38 +1 +1%
JIP
150
Jaffetilchin Investment Partners
Florida
$2.37K +$2.3K +61 New