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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$17.1M +$312K +8,701 +2%
BlackRock
2
BlackRock
New York
$14.6M +$796K +22,182 +6%
LPL Financial
3
LPL Financial
California
$12.5M +$1.48M +41,217 +14%
WCG
4
Weaver Consulting Group
California
$12.3M +$100K +2,794 +0.8%
AWM
5
AE Wealth Management
Kansas
$11.8M +$7.24M +201,609 +164%
SS
6
Simplicity Solutions
Minnesota
$10.5M +$7.19M +200,151 +223%
SCA
7
Stuart Chaussee & Associates
California
$8.54M -$465K -12,957 -5%
SBL
8
Sargent Bickham Lagudis
Colorado
$7.45M -$129K -3,593 -2%
CF
9
Centaurus Financial
California
$6.14M +$412K +11,471 +7%
Morgan Stanley
10
Morgan Stanley
New York
$5.74M +$948K +26,417 +20%
BCM
11
Brookstone Capital Management
Illinois
$5.36M +$277K +7,704 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.3M +$446K +12,424 +9%
PAG
13
Private Advisor Group
New Jersey
$5.04M +$174K +4,846 +4%
BFG
14
Barber Financial Group
Kansas
$4.74M -$303K -8,427 -6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.66M +$136K +3,798 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.33M -$868K -24,180 -17%
RCIM
17
Red Cedar Investment Management
Michigan
$3.88M
GWM
18
Geneos Wealth Management
Colorado
$3.73M +$47.9K +1,333 +1%
Wells Fargo
19
Wells Fargo
California
$3.66M +$167K +4,655 +5%
AG
20
Advisor Group
Arizona
$3.6M -$675K -18,811 -16%
Bank of America
21
Bank of America
North Carolina
$3.45M +$464K +12,930 +16%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.15M +$19.1K +532 +0.6%
BSAM
23
Blue Sky Asset Management
Colorado
$2.73M +$2.7M +75,257 New
ASN
24
Advisory Services Network
Georgia
$2.7M +$1.75M +48,630 +188%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.59M +$142K +3,942 +6%