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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bellwether Advisors
Nebraska
$8.07K +$2.21K +66 +38%
GIA
152
Goodwin Investment Advisory
Georgia
$5.65K +$5.63K +168 New
FP
153
Financial Perspectives
Minnesota
$5.21K – – –
HWM
154
Horizons Wealth Management
North Carolina
$5K -$14.2K -424 -76%
TRCT
155
Tower Research Capital (TRC)
New York
$5K +$5.06K +151 New
SWM
156
Sugarloaf Wealth Management
Georgia
$3.89K +$34 +1 +0.9%
DWP
157
Destiny Wealth Partners
Florida
$3.09K +$2.25K +67 +268%
FCA
158
FinTrust Capital Advisors
South Carolina
$2.99K – – –
CAM
159
Costello Asset Management
Pennsylvania
$2.62K – – –
LOIP
160
Live Oak Investment Partners
Texas
$1.41K – – –
NL
161
NVWM LLC
Pennsylvania
$1.11K +$704 +21 +175%
AWM
162
Accurate Wealth Management
Florida
$1.03K +$1.01K +30 New
PAG
163
Private Advisor Group
New Jersey
$698 -$133K -3,953 -16%
SJIA
164
St. James Investment Advisors
New York
$34 -$12.5K -372 -100%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$34 -$67 -2 -67%
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