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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27M +$2.46M +63,362 +10%
BlackRock
2
BlackRock
New York
$17M +$162K +4,181 +1%
WCG
3
Weaver Consulting Group
California
$13.7M -$286K -7,374 -2%
BCM
4
Brookstone Capital Management
Illinois
$11.7M -$1.64M -42,376 -12%
CFP
5
Curran Financial Partners
South Carolina
$11.3M +$5.01M +129,135 +79%
SBL
6
Sargent Bickham Lagudis
Colorado
$10.7M +$2.65M +68,204 +33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.6M +$101K +2,603 +1%
AI
8
Atria Investments
North Carolina
$9.45M +$4.51M +116,192 +91%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.96M +$1.06M +27,359 +15%
UWM
10
USAdvisors Wealth Management
Minnesota
$6.61M +$5.37M +138,445 +424%
Morgan Stanley
11
Morgan Stanley
New York
$6.57M -$573K -14,776 -8%
MFS
12
Madrona Financial Services
Washington
$6.44M +$493K +12,703 +8%
GWM
13
Geneos Wealth Management
Colorado
$5.6M +$247K +6,362 +5%
PAA
14
Peregrine Asset Advisers
Oregon
$5.47M -$41.5K -1,071 -0.8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.43M +$2.75M +70,938 +102%
Bank of America
16
Bank of America
North Carolina
$5.31M -$14.5M -373,231 -73%
CF
17
Centaurus Financial
California
$5.11M -$218K -5,614 -4%
Wells Fargo
18
Wells Fargo
California
$4.66M +$286K +7,373 +7%
Ameriprise
19
Ameriprise
Minnesota
$4.34M +$233K +6,013 +6%
ASN
20
Advisory Services Network
Georgia
$4.03M -$58K -1,496 -1%
AWM
21
AE Wealth Management
Kansas
$3.82M -$22.3K -575 -0.6%
DWM
22
Darwin Wealth Management
Florida
$3.58M -$1.33M -34,262 -27%
TCMP
23
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.42M +$343K +8,846 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.09M +$828K +21,340 +36%
AFP
25
Ausdal Financial Partners
Iowa
$3.09M +$69.3K +1,786 +2%