We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
126
N.E.W. Advisory Services
Wisconsin
$31.1K -$30.1K -795 -50%
TPCW
127
TD Private Client Wealth
New York
$29K +$28.1K +743 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$27.5K +$6.09K +161 +30%
GRP
129
Global Retirement Partners
California
$25.9K +$25K +662 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$25.4K +$8.66K +229 +54%
BA
131
Bellwether Advisors
Nebraska
$25.2K +$1.32K +35 +6%
AIC
132
Archer Investment Corporation
Indiana
$24.1K +$2.42K +64 +12%
ACA
133
Aptus Capital Advisors
Alabama
$23.5K
HIA
134
HFM Investment Advisors
New Jersey
$22.4K +$340 +9 +2%
NS
135
NBC Securities
Alabama
$22K
DAM
136
Delta Asset Management
Tennessee
$21.9K -$1.48K -39 -7%
T
137
Tidemark
California
$21.5K
CI
138
CX Institutional
Indiana
$20K +$1.4K +37 +8%
WA
139
WestEnd Advisors
North Carolina
$18.6K +$18K +476 New
CMP
140
Coston McIsaac & Partners
Maine
$17K +$113 +3 +0.7%
HIA
141
Harbor Investment Advisory
Maryland
$13.6K
MYIA
142
Mount Yale Investment Advisors
Colorado
$13K +$12.6K +332 New
SS
143
Sunbelt Securities
Texas
$11.8K -$12.5K -331 -51%
PTC
144
Private Trust Company
Ohio
$11.7K +$11.3K +300 New
FWM
145
FSA Wealth Management
Massachusetts
$11.3K
MWM
146
Mascoma Wealth Management
New Hampshire
$7.15K
NL
147
NVWM LLC
Pennsylvania
$6.88K +$6.66K +176 New
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$6.21K -$1.32K -35 -18%
HWM
149
Horizons Wealth Management
North Carolina
$5.94K
PA
150
Pineridge Advisors
Missouri
$2.26K +$38 +1 +2%