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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$592 – – –
CIAS
152
Capital Investment Advisory Services
North Carolina
$508 – – –
TPWA
153
Twin Peaks Wealth Advisors
California
$19 – – –
FFO
154
Fortitude Family Office
Arizona
$4 – – –
RIL
155
Rothschild Investment LLC
Illinois
– -$1.12M -29,650 Closed
LWM
156
Lakeridge Wealth Management
Ohio
– -$530K -14,084 Closed
HFS
157
Hantz Financial Services
Michigan
– -$486K -12,914 Closed
PWM
158
Prentice Wealth Management
New York
– -$289K -7,674 Closed
BCI
159
Brinker Capital Investments
Pennsylvania
– -$259K -6,887 Closed
DWM
160
Dakota Wealth Management
Florida
– -$224K -5,948 Closed
KOC
161
Koss-Olinger Consulting
Florida
– -$217K -5,767 Closed
JGCM
162
Joseph Group Capital Management
Ohio
– -$84K -2,233 Closed
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
– -$791K -2,101 Closed
JP Morgan Chase
164
JP Morgan Chase
New York
– -$47K -1,249 Closed
EWM
165
EPG Wealth Management
Georgia
– -$32.9K -874 Closed
RCA
166
Runnymede Capital Advisors
Ohio
– -$27.5K -732 Closed
FP
167
Financial Perspectives
Minnesota
– -$5.83K -155 Closed
JFA
168
JNBA Financial Advisors
Minnesota
– -$4.97K -132 Closed
RL
169
Retireful LLC
Michigan
– -$442K -38 Closed
CA
170
Continuum Advisory
Idaho
– -$1.05K -28 Closed
TRCT
171
Tower Research Capital (TRC)
New York
– -$38 -1 Closed
BFP
172
Briaud Financial Planning
Texas
– +$76 +2 New