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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
151
Delta Asset Management
Tennessee
$29K
SJIA
152
St. James Investment Advisors
New York
$29K +$29K +727 New
JFA
153
JNBA Financial Advisors
Minnesota
$15K
GWMIA
154
Global Wealth Management Investment Advisory
Florida
$13K
RPCONE
155
Retirement Planning Company of New England
Rhode Island
$13K +$13.8K +346 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$11.4K +$11.4K +285 New
AF
157
Affiance Financial
Minnesota
$11K
LPP
158
Life Planning Partners
Florida
$11K +$11.1K +277 New
SWA
159
SOA Wealth Advisors
New York
$10K
MIM
160
Macroview Investment Management
Maryland
$8K
SWM
161
Sugarloaf Wealth Management
Georgia
$5K +$40 +1 +0.9%
SWM
162
Selective Wealth Management
Virginia
$4K +$4.23K +106 New
CAM
163
Costello Asset Management
Pennsylvania
$3K
LPWM
164
Lake Point Wealth Management
Texas
$2K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.72K +43 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$2K +$2K +50 +2,500%
GIA
167
Goodwin Investment Advisory
Georgia
$1K -$4.31K -108 -84%
DWP
168
Destiny Wealth Partners
Florida
$1K -$239 -6 -18%
NC
169
NewSquare Capital
Pennsylvania
$1K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$1K
OMC
171
Old Mission Capital
Illinois
-$2.22M -56,295 Closed
FFN
172
Focus Financial Network
Minnesota
-$1.55M -39,139 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$1.21M -30,529 Closed
BFG
174
Barber Financial Group
Kansas
-$1.14M -28,927 Closed
FAAM
175
First Ascent Asset Management
Colorado
-$715K -18,091 Closed