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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.4M +$2.03M +50,648 +7%
SBL
2
Sargent Bickham Lagudis
Colorado
$18.1M +$3.16M +78,875 +21%
BlackRock
3
BlackRock
New York
$16.6M -$506K -12,628 -3%
CFP
4
Curran Financial Partners
South Carolina
$11.6M +$1.62M +40,579 +16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M -$1.01M -25,288 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.34M +$2.07M +51,680 +28%
WCG
7
Weaver Consulting Group
California
$8.94M -$281K -7,020 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.32M +$993K +24,810 +13%
BCM
9
Brookstone Capital Management
Illinois
$7.61M -$101K -2,521 -1%
Morgan Stanley
10
Morgan Stanley
New York
$7.47M +$1.35M +33,797 +22%
AI
11
Atria Investments
North Carolina
$7.44M +$1.01M +25,257 +15%
HIP
12
Harrell Investment Partners
Texas
$6.88M +$734K +18,327 +12%
AWM
13
AE Wealth Management
Kansas
$6.82M +$2.82M +70,409 +69%
UWM
14
USAdvisors Wealth Management
Minnesota
$6.71M +$703K +17,548 +12%
MFS
15
Madrona Financial Services
Washington
$6.6M +$102K +2,555 +2%
GWM
16
Geneos Wealth Management
Colorado
$6.14M +$286K +7,143 +5%
FM
17
Forward Management
California
$5.99M +$6.07M +151,558 New
PAA
18
Peregrine Asset Advisers
Oregon
$5.59M -$40.7K -1,017 -0.7%
CF
19
Centaurus Financial
California
$5.08M -$97.1K -2,426 -2%
Bank of America
20
Bank of America
North Carolina
$5.04M -$59.3K -1,481 -1%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.73M +$240K +6,006 +5%
Ameriprise
22
Ameriprise
Minnesota
$4.19M +$55.1K +1,377 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.13M +$861K +21,504 +26%
Wells Fargo
24
Wells Fargo
California
$4.04M -$121K -3,012 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.69M -$117K -2,931 -3%