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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.6M +$1.77M +44,978 +6%
BlackRock
2
BlackRock
New York
$17.2M -$251K -6,372 -1%
SBL
3
Sargent Bickham Lagudis
Colorado
$15.1M +$4.04M +102,545 +37%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.4M +$513K +13,013 +5%
CFP
5
Curran Financial Partners
South Carolina
$10.1M -$1.54M -39,210 -13%
WCG
6
Weaver Consulting Group
California
$9.29M -$4.75M -120,486 -34%
BCM
7
Brookstone Capital Management
Illinois
$7.77M -$4.2M -106,679 -35%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.4M -$786K -19,963 -10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.36M +$1.75M +44,354 +32%
MFS
10
Madrona Financial Services
Washington
$6.55M -$79.3K -2,014 -1%
AI
11
Atria Investments
North Carolina
$6.49M -$3.2M -81,212 -33%
HIP
12
Harrell Investment Partners
Texas
$6.2M +$6.14M +155,838 New
Morgan Stanley
13
Morgan Stanley
New York
$6.18M -$571K -14,505 -9%
UWM
14
USAdvisors Wealth Management
Minnesota
$6.06M -$743K -18,858 -11%
GWM
15
Geneos Wealth Management
Colorado
$5.89M +$219K +5,572 +4%
PAA
16
Peregrine Asset Advisers
Oregon
$5.67M +$37K +939 +0.7%
CF
17
Centaurus Financial
California
$5.22M -$46.7K -1,186 -0.9%
Bank of America
18
Bank of America
North Carolina
$5.14M -$328K -8,319 -6%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.53M +$1,000K +25,388 +29%
ASN
20
Advisory Services Network
Georgia
$4.33M +$181K +4,588 +4%
Wells Fargo
21
Wells Fargo
California
$4.19M -$606K -15,396 -13%
Ameriprise
22
Ameriprise
Minnesota
$4.17M -$197K -5,006 -5%
AWM
23
AE Wealth Management
Kansas
$4.07M +$136K +3,447 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.83M +$869K +22,067 +30%
CCFM
25
Clear Creek Financial Management
Washington
$3.66M +$3.62M +91,857 New