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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$61.7K -$4.45K -117 -7%
EWA
127
EverSource Wealth Advisors
Alabama
$58.7K +$59.9K +1,575 New
AWM
128
Avior Wealth Management
Nebraska
$56.9K -$912 -24 -2%
JP Morgan Chase
129
JP Morgan Chase
New York
$54.5K -$7.6K -200 -12%
UCB
130
United Community Bank
South Carolina
$53.2K
MWA
131
Medallion Wealth Advisors
Connecticut
$52.2K +$52.7K +1,386 New
CPG
132
Cornerstone Planning Group
New Jersey
$47.4K +$1.86K +49 +4%
FFA
133
Farther Finance Advisors
California
$36.7K +$494 +13 +1%
TAM
134
Tucker Asset Management
Colorado
$35.5K +$36.2K +952 New
GWM
135
Geneos Wealth Management
Colorado
$33.7K
EWM
136
EPG Wealth Management
Georgia
$32.5K +$494 +13 +2%
AF
137
Advisornet Financial
Minnesota
$29.2K -$34.6K -909 -54%
KBFS
138
Kohmann Bosshard Financial Services
Ohio
$28.1K +$28.6K +752 New
RCA
139
Runnymede Capital Advisors
Ohio
$27.3K +$27.8K +732 New
GRP
140
Global Retirement Partners
California
$24.7K +$25.2K +662 New
Jones Financial Companies
141
Jones Financial Companies
Missouri
$24K +$20.6K +541 +536%
ACA
142
Aptus Capital Advisors
Alabama
$22.4K -$123K -3,223 -84%
DAM
143
Delta Asset Management
Tennessee
$22.4K
VWM
144
Venturi Wealth Management
Texas
$22K
Lazard Asset Management
145
Lazard Asset Management
New York
$22K
BA
146
Bellwether Advisors
Nebraska
$21.5K +$21.9K +577 New
AIC
147
Archer Investment Corporation
Indiana
$20.6K
T
148
Tidemark
California
$20.6K
WA
149
WestEnd Advisors
North Carolina
$19.6K +$19.9K +524 New
CA
150
CoreCap Advisors
Michigan
$18.3K -$13.9K -365 -43%