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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
151
JNBA Financial Advisors
Minnesota
$14K +$77 +2 +0.5%
GWMIA
152
Global Wealth Management Investment Advisory
Florida
$12K – – –
MIM
153
Macroview Investment Management
Maryland
$12K +$4.64K +121 +58%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$10.7K – – –
LPP
155
Life Planning Partners
Florida
$10K – – –
SWA
156
SOA Wealth Advisors
New York
$10K – – –
SWM
157
Sugarloaf Wealth Management
Georgia
$4K – – –
CAM
158
Costello Asset Management
Pennsylvania
$3K – – –
M1FG
159
Mach-1 Financial Group
Arkansas
$3K +$3.1K +81 New
LPWM
160
Lake Point Wealth Management
Texas
$2K – – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$2K +$1.88K +49 New
BA
162
Bellwether Advisors
Nebraska
$2K +$2.57K +67 +609%
DWP
163
Destiny Wealth Partners
Florida
$1K – – –
AI
164
Atria Investments
North Carolina
– -$11.1M -276,376 Closed
VWM
165
Vigilare Wealth Management
Arizona
– -$3.41M -85,291 Closed
ASC
166
Atalanta Sosnoff Capital
New York
– -$1.84M -46,120 Closed
SFS
167
Sowell Financial Services
Arkansas
– -$1.3M -32,546 Closed
FWA
168
FSC Wealth Advisors
New York
– -$813K -20,321 Closed
EA
169
Efficient Advisors
Ohio
– -$790K -19,746 Closed
PA
170
PFG Advisors
Arizona
– -$766K -19,149 Closed
Comerica Bank
171
Comerica Bank
Texas
– -$652K -16,891 Closed
OC
172
Oppenheimer & Co
New York
– -$670K -16,739 Closed
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
– -$656K -16,408 Closed
AAS
174
Avantax Advisory Services
Texas
– -$551K -13,785 Closed
CAM
175
Congress Asset Management
Massachusetts
– -$400K -10,005 Closed