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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$16.5M +$776K +21,905 +5%
BlackRock
2
BlackRock
New York
$13.5M +$290K +8,185 +2%
WCG
3
Weaver Consulting Group
California
$12.1M -$102K -2,880 -0.8%
LPL Financial
4
LPL Financial
California
$10.8M +$251K +7,092 +2%
SCA
5
Stuart Chaussee & Associates
California
$8.87M -$311K -8,778 -3%
SBL
6
Sargent Bickham Lagudis
Colorado
$7.46M +$1.56M +43,971 +27%
CF
7
Centaurus Financial
California
$5.64M -$175K -4,946 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.12M +$4.76M +134,252 +1,442%
BCM
9
Brookstone Capital Management
Illinois
$5M -$242K -6,846 -5%
BFG
10
Barber Financial Group
Kansas
$4.96M -$240K -6,766 -5%
PAG
11
Private Advisor Group
New Jersey
$4.79M +$70.1K +1,979 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.78M +$395K +11,147 +9%
Morgan Stanley
13
Morgan Stanley
New York
$4.71M +$628K +17,744 +16%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.46M +$1.13M +31,772 +34%
AWM
15
AE Wealth Management
Kansas
$4.39M +$2.54M +71,623 +139%
AG
16
Advisor Group
Arizona
$4.21M +$241K +6,811 +6%
RCIM
17
Red Cedar Investment Management
Michigan
$3.81M
GWM
18
Geneos Wealth Management
Colorado
$3.61M +$74.3K +2,099 +2%
Wells Fargo
19
Wells Fargo
California
$3.44M -$717K -20,249 -17%
MAS
20
Madden Advisory Services
Florida
$3.43M -$2.37M -66,777 -41%
SS
21
Simplicity Solutions
Minnesota
$3.2M +$2.7M +76,148 +566%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.08M +$803K +22,664 +36%
Bank of America
23
Bank of America
North Carolina
$2.93M -$166K -4,697 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.41M +$34.2K +965 +1%
RWM
25
Reston Wealth Management
Virginia
$2.19M +$208K +5,863 +11%