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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.64M +$687K +21,409 +12%
Bank of America
2
Bank of America
North Carolina
$4.99M -$2.27M -70,650 -31%
MAS
3
Madden Advisory Services
Florida
$4.37M -$433K -13,502 -9%
Morgan Stanley
4
Morgan Stanley
New York
$1.22M +$321K +9,992 +36%
NC
5
NewSquare Capital
Pennsylvania
$1.17M -$11.6K -361 -1%
U
6
UBS
Switzerland
$1.09M +$643K +20,043 +147%
Wells Fargo
7
Wells Fargo
California
$909K -$1.41M -44,080 -61%
BIT
8
BlackRock Institutional Trust
California
$820K +$523K +16,291 +180%
Stifel Financial
9
Stifel Financial
Missouri
$600K +$594K +18,509 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$429K +$425K +13,260 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$387K +$38.9K +1,212 +11%
EA
12
Efficient Advisors
Ohio
$351K +$347K +10,825 New
BAC
13
Boys Arnold & Co
North Carolina
$350K -$12.3K -384 -3%
VFS
14
VSR Financial Services
Kansas
$323K +$320K +9,985 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$310K +$10.4K +325 +4%
ACM
16
Avalon Capital Management
California
$294K +$291K +9,075 New
AIG
17
American International Group
New York
$168K +$85K +2,648 +104%
MG
18
MDE Group
New Jersey
$151K +$149K +4,648 New
MFS
19
MSI Financial Services
Massachusetts
$112K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$107K -$20.4K -635 -16%
PAS
21
Partnervest Advisory Services
California
$98K – – –
WA
22
Waverly Advisors
Alabama
$76K -$10.8K -338 -13%
Ameriprise
23
Ameriprise
Minnesota
$67K +$160 +5 +0.3%
WA
24
WFG Advisors
Texas
$48K +$225 +7 +0.5%
HR
25
Howe & Rusling
New York
$39K +$38.9K +1,212 New
1
2