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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.6M +$7.74M +204,058 +47%
Bank of America
2
Bank of America
North Carolina
$19.8M +$9.89M +260,521 +104%
BlackRock
3
BlackRock
New York
$16.9M +$584K +15,397 +4%
WCG
4
Weaver Consulting Group
California
$14M -$509K -13,403 -4%
BCM
5
Brookstone Capital Management
Illinois
$13.3M -$1.84M -48,357 -12%
FI
6
FormulaFolio Investments
Michigan
$12.2M +$12M +315,779 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.5M +$1.47M +38,766 +17%
SBL
8
Sargent Bickham Lagudis
Colorado
$8.1M -$1.26M -33,329 -14%
PAG
9
Private Advisor Group
New Jersey
$7.39M -$236K -6,213 -3%
Morgan Stanley
10
Morgan Stanley
New York
$7.15M +$1.39M +36,599 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.92M -$17.2K -453 -0.3%
CFP
12
Curran Financial Partners
South Carolina
$6.32M +$6.19M +163,027 New
MFS
13
Madrona Financial Services
Washington
$5.96M +$5.41M +142,456 +1,254%
PAA
14
Peregrine Asset Advisers
Oregon
$5.53M -$45.1K -1,188 -0.8%
CF
15
Centaurus Financial
California
$5.34M -$118K -3,105 -2%
GWM
16
Geneos Wealth Management
Colorado
$5.23M +$1.01M +26,703 +24%
AI
17
Atria Investments
North Carolina
$4.97M +$1.33M +35,015 +38%
DWM
18
Darwin Wealth Management
Florida
$4.92M -$2.19M -57,717 -31%
Wells Fargo
19
Wells Fargo
California
$4.39M +$385K +10,148 +10%
ASN
20
Advisory Services Network
Georgia
$4.09M +$222K +5,839 +6%
Ameriprise
21
Ameriprise
Minnesota
$4.03M +$215K +5,668 +6%
AWM
22
AE Wealth Management
Kansas
$3.85M +$187K +4,927 +5%
CCFM
23
Clear Creek Financial Management
Washington
$3.44M +$3.37M +88,730 New
TC
24
Trilogy Capital
California
$3.33M -$250K -6,595 -7%
CGL
25
Clarius Group LLC
Washington
$3.31M +$3.24M +85,470 New