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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$16.7M +$798K +22,393 +5%
BlackRock
2
BlackRock
New York
$14.7M +$1.22M +34,260 +9%
PAG
3
Private Advisor Group
New Jersey
$12.5M +$8.23M +230,877 +166%
WCG
4
Weaver Consulting Group
California
$12.3M +$715K +20,046 +6%
LPL Financial
5
LPL Financial
California
$11.3M -$336K -9,434 -3%
SBL
6
Sargent Bickham Lagudis
Colorado
$7.39M +$470K +13,192 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.82M +$7.19M +201,790 New
CF
8
Centaurus Financial
California
$6.2M +$493K +13,824 +8%
Morgan Stanley
9
Morgan Stanley
New York
$5.15M -$211K -5,915 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.07M +$136K +3,807 +3%
Bank of America
11
Bank of America
North Carolina
$5.06M +$1.94M +54,558 +57%
BFG
12
Barber Financial Group
Kansas
$4.13M -$306K -8,592 -7%
PAA
13
Peregrine Asset Advisers
Oregon
$4.07M +$4.29M +120,435 New
TC
14
Trilogy Capital
California
$3.72M +$3.58M +100,549 +1,763%
GWM
15
Geneos Wealth Management
Colorado
$3.56M +$102K +2,874 +3%
Wells Fargo
16
Wells Fargo
California
$3.3M -$123K -3,441 -3%
AFP
17
Ausdal Financial Partners
Iowa
$2.87M +$1.51M +42,246 +105%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.5M -$461K -12,945 -15%
Ameriprise
19
Ameriprise
Minnesota
$2.48M +$1.43M +40,016 +120%
ASN
20
Advisory Services Network
Georgia
$2.48M -$37K -1,038 -1%
BCM
21
Brookstone Capital Management
Illinois
$2.46M -$2.67M -75,014 -51%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.4M -$16.5K -464 -0.6%
UBS Group
23
UBS Group
Switzerland
$2.31M +$1.86M +52,149 +322%
AWM
24
AE Wealth Management
Kansas
$2.07M -$9.4M -263,720 -81%
Jane Street
25
Jane Street
New York
$2.02M +$785K +22,016 +58%