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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.5M +$7.24M +214,534 +172%
LPL Financial
2
LPL Financial
California
$10.3M +$996K +29,508 +11%
BlackRock
3
BlackRock
New York
$9.3M +$30.6K +905 +0.3%
DWM
4
Darwin Wealth Management
Florida
$6.69M +$990K +29,318 +17%
Wells Fargo
5
Wells Fargo
California
$6.59M -$969K -28,691 -13%
PAG
6
Private Advisor Group
New Jersey
$6.5M +$108K +3,213 +2%
BFG
7
Barber Financial Group
Kansas
$6.03M +$422K +12,498 +8%
MAS
8
Madden Advisory Services
Florida
$5.61M +$93.4K +2,766 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.65M +$3.26M +96,671 +241%
Bank of America
10
Bank of America
North Carolina
$4.48M -$1.13M -33,481 -20%
LYV
11
Live Your Vision
Pennsylvania
$3.82M -$292K -8,647 -7%
SBL
12
Sargent Bickham Lagudis
Colorado
$3.6M -$297K -8,800 -8%
BCM
13
Brookstone Capital Management
Illinois
$2.44M +$564K +16,693 +30%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.2M +$564K +16,700 +35%
MFS
15
Madrona Financial Services
Washington
$2.04M -$6.92K -205 -0.3%
Ameriprise
16
Ameriprise
Minnesota
$1.8M -$30.6K -907 -2%
MHS
17
M Holdings Securities
Oregon
$1.73M +$659K +19,533 +62%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.39M +$149K +4,415 +12%
SC
19
Scotia Capital
Ontario, Canada
$1.33M +$1.32M +39,196 New
SCM
20
Stonehearth Capital Management
Massachusetts
$1.05M -$35.6K -1,056 -3%
NPC
21
National Planning Corporation
California
$1M -$13.8K -409 -1%
UBS Group
22
UBS Group
Switzerland
$941K +$13.2K +391 +1%
WDL
23
Well Done LLC
Michigan
$938K +$323K +9,555 +53%
AAS
24
Annex Advisory Services
Wisconsin
$852K +$123K +3,656 +17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$837K +$144K +4,258 +21%