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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
151
Coston McIsaac & Partners
Maine
$18K +$81 +2 +0.4%
WA
152
Westfuller Advisors
New York
$17.8K +$81 +2 +0.5%
ACA
153
Aptus Capital Advisors
Alabama
$14.6K -$9.57K -236 -39%
HIA
154
Harbor Investment Advisory
Maryland
$13.8K – – –
ECA
155
Elevated Capital Advisors
Utah
$13.4K +$324 +8 +2%
PTC
156
Private Trust Company
Ohio
$12K – – –
MWM
157
Mascoma Wealth Management
New Hampshire
$7.3K – – –
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$7.3K – – –
NL
159
NVWM LLC
Pennsylvania
$7.02K – – –
HWM
160
Horizons Wealth Management
North Carolina
$6.22K – – –
MG
161
Mather Group
Illinois
$6K +$6.12K +151 New
RFP
162
Root Financial Partners
California
$4.27K -$30.7K -756 -88%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$1.12K -$81 -2 -7%
CA
164
Clearstead Advisors
Ohio
$621 +$41 +1 +7%
TPWA
165
Twin Peaks Wealth Advisors
California
$19 – – –
FA
166
Forefront Analytics
Pennsylvania
– -$2.35M -58,682 Closed
GIA
167
Gladstone Institutional Advisory
Florida
– -$2.08M -51,945 Closed
JWCA
168
J.W. Cole Advisors
Florida
– -$1.38M -35,154 Closed
WA
169
Win Advisors
Florida
– -$894K -22,281 Closed
AWM
170
Axxcess Wealth Management
California
– -$343K -8,544 Closed
RFA
171
RTD Financial Advisors
Pennsylvania
– -$333K -8,287 Closed
DWM
172
Denver Wealth Management
Colorado
– -$281K -7,006 Closed
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
– -$275K -6,776 Closed
EPW
174
Endeavor Private Wealth
Kansas
– -$211K -5,258 Closed
HF
175
HRT Financial
New York
– -$209K -5,224 Closed