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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$14.4M +$67.6K +2,003 +0.5%
BlackRock
2
BlackRock
New York
$12.2M +$10.2K +303 +0.1%
WCG
3
Weaver Consulting Group
California
$12M +$11.6M +343,382 New
LPL Financial
4
LPL Financial
California
$10.2M -$224K -6,644 -2%
SCA
5
Stuart Chaussee & Associates
California
$9.52M +$9.3M +275,635 New
MAS
6
Madden Advisory Services
Florida
$6.74M +$113K +3,336 +2%
BFG
7
Barber Financial Group
Kansas
$5.19M +$488K +14,467 +11%
BCM
8
Brookstone Capital Management
Illinois
$5.15M -$122K -3,616 -2%
SBL
9
Sargent Bickham Lagudis
Colorado
$5.08M -$175K -5,190 -3%
Wells Fargo
10
Wells Fargo
California
$4.84M -$3.88M -114,928 -45%
PAG
11
Private Advisor Group
New Jersey
$4.12M +$8.3K +246 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$3.98M -$5.14M -152,369 -57%
LYV
13
Live Your Vision
Pennsylvania
$3.72M +$20.4K +606 +0.6%
RCIM
14
Red Cedar Investment Management
Michigan
$3.71M
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.46M -$40.5K -1,200 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.38M +$898K +26,600 +37%
GWM
17
Geneos Wealth Management
Colorado
$3.36M +$96.5K +2,861 +3%
Bank of America
18
Bank of America
North Carolina
$3.06M -$18.6M -551,946 -86%
AG
19
Advisor Group
Arizona
$2.7M +$184K +5,448 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.67M -$223K -6,594 -8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.09M +$507K +15,023 +33%
MHS
22
M Holdings Securities
Oregon
$1.9M -$4.93K -146 -0.3%
RWM
23
Reston Wealth Management
Virginia
$1.84M +$766K +22,709 +75%
SW
24
SlateStone Wealth
Florida
$1.73M +$22.4K +663 +1%
CGL
25
Clarius Group LLC
Washington
$1.52M -$7.33M -217,254 -83%