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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
Goodwin Investment Advisory
Georgia
$5.65K +$5.63K +168 New
FP
152
Financial Perspectives
Minnesota
$5.21K
HWM
153
Horizons Wealth Management
North Carolina
$5K -$14.2K -424 -76%
TRCT
154
Tower Research Capital (TRC)
New York
$5K +$5.06K +151 New
SWM
155
Sugarloaf Wealth Management
Georgia
$3.89K +$34 +1 +0.9%
DWP
156
Destiny Wealth Partners
Florida
$3.09K +$2.25K +67 +268%
FCA
157
FinTrust Capital Advisors
South Carolina
$2.99K
CAM
158
Costello Asset Management
Pennsylvania
$2.62K
LOIP
159
Live Oak Investment Partners
Texas
$1.41K
NL
160
NVWM LLC
Pennsylvania
$1.11K +$704 +21 +175%
AWM
161
Accurate Wealth Management
Florida
$1.03K +$1.01K +30 New
PAG
162
Private Advisor Group
New Jersey
$698 -$133K -3,953 -16%
SJIA
163
St. James Investment Advisors
New York
$34 -$12.5K -372 -100%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$34 -$67 -2 -67%
CMP
165
Coston McIsaac & Partners
Maine
$13 +$67 +2 +0.5%
NA
166
NewEdge Advisors
Louisiana
$3 +$3.18K +95 New
FM
167
Forward Management
California
-$7.52M -230,640 Closed
Jane Street
168
Jane Street
New York
-$4.93M -151,021 Closed
YWS
169
Yarger Wealth Strategies
Ohio
-$1.15M -35,194 Closed
FFN
170
Focus Financial Network
Minnesota
-$956K -29,321 Closed
PAA
171
Peregrine Asset Advisers
Oregon
-$815K -24,988 Closed
RFA
172
RTD Financial Advisors
Pennsylvania
-$423K -12,961 Closed
WWM
173
Western Wealth Management
Colorado
-$380K -11,640 Closed
TWP
174
Tempus Wealth Planning
California
-$378K -11,578 Closed
Citadel Advisors
175
Citadel Advisors
Florida
-$296K -9,062 Closed