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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$20.2K
SAG
152
SageView Advisory Group
California
$19.1K +$19.3K +477 New
DAM
153
Delta Asset Management
Tennessee
$19.1K
CMP
154
Coston McIsaac & Partners
Maine
$18K +$242 +6 +1%
WA
155
Westfuller Advisors
New York
$17.8K +$242 +6 +1%
SS
156
Sunbelt Securities
Texas
$14.4K -$444 -11 -3%
HIA
157
Harbor Investment Advisory
Maryland
$13.9K
ECA
158
Elevated Capital Advisors
Utah
$13.2K +$13.2K +328 New
PTC
159
Private Trust Company
Ohio
$12K
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$7.34K -$525 -13 -7%
MWM
161
Mascoma Wealth Management
New Hampshire
$7.34K
NL
162
NVWM LLC
Pennsylvania
$7.06K
HWM
163
Horizons Wealth Management
North Carolina
$6.26K +$161 +4 +3%
VWWMG
164
Vermillion & White Wealth Management Group
Pennsylvania
$2.53K +$2.54K +63 New
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$1.2K +$1.21K +30 New
CA
166
Clearstead Advisors
Ohio
$622
LAS
167
Lloyd Advisory Services
Georgia
$144 +$161 +4 New
ACM
168
Avalon Capital Management
California
-$2.07M -51,559 Closed
Citadel Advisors
169
Citadel Advisors
Florida
-$474K -11,791 Closed
MAWA
170
Moss Adams Wealth Advisors
Washington
-$250K -6,230 Closed
PGF
171
Plan Group Financial
Oklahoma
-$235K -5,848 Closed
AAS
172
Ameritas Advisory Services
Nebraska
-$181K -4,499 Closed
PS
173
Principal Securities
Iowa
-$53.5K -1,333 Closed
ASN
174
Advisory Services Network
Georgia
-$31.1K -774 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-$6.38K -159 Closed