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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
– -$2.47M -71,508 Closed
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.19M -34,447 Closed
OC
153
Oppenheimer & Co
New York
– -$1.13M -32,732 Closed
RBFC
154
Roman Butler Fullerton & Co
Missouri
– -$661K -19,100 Closed
FAIM
155
Financial Advocates Investment Management
Washington
– -$588K -17,020 Closed
MWM
156
Meridian Wealth Management
Kentucky
– -$434K -12,545 Closed
SI
157
Stephens Inc
Arkansas
– -$323K -9,337 Closed
CHA
158
Cooper/Haims Advisors
New York
– -$318K -9,201 Closed
WI
159
WBI Investments
New Jersey
– -$306K -9,004 Closed
DP
160
Divergent Planning
Maryland
– -$269K -7,774 Closed
EH
161
Equitable Holdings
New York
– -$264K -7,642 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$249K -7,200 Closed
AWA
163
Acorn Wealth Advisors
Michigan
– -$247K -7,138 Closed
SG
164
StoneX Group
New York
– -$243K -7,021 Closed
PAMG
165
Patton Albertson Miller Group
Tennessee
– -$233K -6,729 Closed
CA
166
CoreCap Advisors
Michigan
– -$126K -3,634 Closed
RG
167
Retirement Group
California
– -$69K -2,000 Closed
CI
168
CX Institutional
Indiana
– -$61K -1,776 Closed
HWA
169
Heritage Wealth Advisors
Virginia
– -$53K -1,519 Closed
BIA
170
Bell Investment Advisors
California
– -$46K -1,329 Closed
PFS
171
Prospera Financial Services
Texas
– -$43K -1,240 Closed
TWA
172
TCI Wealth Advisors
Arizona
– -$35K -1,000 Closed
AIP
173
Ahrens Investment Partners
Louisiana
– -$31K -900 Closed
SWM
174
SeaCrest Wealth Management
New York
– -$31K -900 Closed
TFGT
175
TS Financial Group (TSFG)
Illinois
– -$31K -887 Closed