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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIA
151
St. James Investment Advisors
New York
$16K -$7.98K -224 -33%
CMP
152
Coston McIsaac & Partners
Maine
$14K +$14.6K +411 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$13K
JFA
154
JNBA Financial Advisors
Minnesota
$13K +$71 +2 +0.5%
LFG
155
Larson Financial Group
Missouri
$12K -$198K -5,544 -94%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$11K
MIM
157
Macroview Investment Management
Maryland
$11K
LPP
158
Life Planning Partners
Florida
$10K
SWA
159
SOA Wealth Advisors
New York
$9K
SWM
160
Sugarloaf Wealth Management
Georgia
$4K
BA
161
Bellwether Advisors
Nebraska
$4K +$1.96K +55 +71%
CAM
162
Costello Asset Management
Pennsylvania
$3K
LPWM
163
Lake Point Wealth Management
Texas
$2K
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$1K -$159K -4,471 -100%
DWP
165
Destiny Wealth Partners
Florida
$1K -$71 -2 -7%
HWM
166
HB Wealth Management
Georgia
-$2.04M -54,269 Closed
AT
167
American Trust
Kentucky
-$1.63M -37,993 Closed
Goldman Sachs
168
Goldman Sachs
New York
-$950K -25,225 Closed
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
-$841K -23,540 Closed
BPA
170
Beacon Pointe Advisors
California
-$790K -20,978 Closed
CCFM
171
Clear Creek Financial Management
Washington
-$676K -17,933 Closed
SS
172
Sunbelt Securities
Texas
-$559K -14,802 Closed
RWA
173
Redhawk Wealth Advisors
Minnesota
-$360K -9,553 Closed
ASN
174
Advisory Services Network
Georgia
-$316K -8,377 Closed
VWA
175
Visionary Wealth Advisors
Illinois
-$284K -7,530 Closed