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iShares Core Conservative Allocation ETF
AOK

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29.4M +$12.4M +388,648 +72%
LPL Financial
2
LPL Financial
California
$14.2M +$6.08M +190,047 +72%
Wells Fargo
3
Wells Fargo
California
$11.2M +$8.64M +270,188 +319%
Morgan Stanley
4
Morgan Stanley
New York
$5.58M +$4.33M +135,498 +333%
MAS
5
Madden Advisory Services
Florida
$4.77M +$17.2K +537 +0.4%
BIT
6
BlackRock Institutional Trust
California
$3.78M +$120K +3,739 +3%
LYV
7
Live Your Vision
Pennsylvania
$3.41M -$44.4K -1,388 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.19M +$3.17M +99,119 +5,629%
UBS Group
9
UBS Group
Switzerland
$2.14M +$1.83M +57,193 +549%
JCM
10
Janney Capital Management
Pennsylvania
$1.22M +$1.23M +38,588 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.22M -$1.53K -48 -0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.08M -$257K -8,040 -19%
SCM
13
Stonehearth Capital Management
Massachusetts
$910K -$102K -3,195 -10%
MHS
14
M Holdings Securities
Oregon
$860K +$868K +27,168 New
SPC
15
Sigma Planning Corp
Michigan
$801K +$809K +25,308 New
VFS
16
VSR Financial Services
Kansas
$761K +$72.1K +2,256 +10%
MFS
17
Madrona Financial Services
Washington
$687K -$19.6K -614 -3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$678K +$190K +5,939 +38%
NC
19
NewSquare Capital
Pennsylvania
$566K -$11K -345 -2%
BAC
20
Boys Arnold & Co
North Carolina
$527K +$266K +8,325 +100%
MFS
21
MSI Financial Services
Massachusetts
$511K +$308K +9,642 +148%
EA
22
Efficient Advisors
Ohio
$402K +$16.8K +527 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$397K +$42.8K +1,340 +12%
AAS
24
Annex Advisory Services
Wisconsin
$358K +$60.8K +1,902 +20%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$349K -$76K -2,378 -18%
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