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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Westfuller Advisors
New York
$17.8K +$81 +2 +0.5%
ACA
152
Aptus Capital Advisors
Alabama
$14.6K -$9.57K -236 -39%
HIA
153
Harbor Investment Advisory
Maryland
$13.8K
ECA
154
Elevated Capital Advisors
Utah
$13.4K +$324 +8 +2%
PTC
155
Private Trust Company
Ohio
$12K
MWM
156
Mascoma Wealth Management
New Hampshire
$7.3K
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$7.3K
NL
158
NVWM LLC
Pennsylvania
$7.02K
HWM
159
Horizons Wealth Management
North Carolina
$6.22K
MG
160
Mather Group
Illinois
$6K +$6.12K +151 New
RFP
161
Root Financial Partners
California
$4.27K -$30.7K -756 -88%
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$1.12K -$81 -2 -7%
CA
163
Clearstead Advisors
Ohio
$621 +$41 +1 +7%
TPWA
164
Twin Peaks Wealth Advisors
California
$19
FA
165
Forefront Analytics
Pennsylvania
-$2.35M -58,682 Closed
GIA
166
Gladstone Institutional Advisory
Florida
-$2.08M -51,945 Closed
JWCA
167
J.W. Cole Advisors
Florida
-$1.38M -35,154 Closed
WA
168
Win Advisors
Florida
-$894K -22,281 Closed
AWM
169
Axxcess Wealth Management
California
-$343K -8,544 Closed
RFA
170
RTD Financial Advisors
Pennsylvania
-$333K -8,287 Closed
DWM
171
Denver Wealth Management
Colorado
-$281K -7,006 Closed
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
-$275K -6,776 Closed
EPW
173
Endeavor Private Wealth
Kansas
-$211K -5,258 Closed
HF
174
HRT Financial
New York
-$209K -5,224 Closed
KFA
175
Kelleher Financial Advisors
New York
-$158K -3,931 Closed