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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.7M -$1.13M -33,699 -4%
Wells Fargo
2
Wells Fargo
California
$21.8M +$3.72M +111,023 +21%
RJA
3
Raymond James & Associates
Florida
$21.1M +$15.2M +453,875 +262%
Bank of America
4
Bank of America
North Carolina
$20.3M +$12.4M +370,904 +160%
ACA
5
Atlas Capital Advisors
Wyoming
$17.4M
SBL
6
Sargent Bickham Lagudis
Colorado
$13.6M -$759K -22,646 -5%
WAM
7
WNY Asset Management
New York
$12M +$11.9M +356,328 New
BlackRock
8
BlackRock
New York
$11.9M -$316K -9,431 -3%
CAM
9
Congress Asset Management
Massachusetts
$11.3M +$11.3M +335,816 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M +$4.1M +122,342 +65%
Morgan Stanley
11
Morgan Stanley
New York
$10.3M +$1.58M +47,262 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.24M +$6.45M +192,377 +365%
CFP
13
Curran Financial Partners
South Carolina
$7.85M -$7.24M -215,971 -48%
AWM
14
AE Wealth Management
Kansas
$6.66M -$989K -29,504 -13%
WCG
15
Weaver Consulting Group
California
$6.14M -$680K -20,287 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.11M -$118K -3,513 -2%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$5.47M +$4.48M +133,689 +460%
AF
18
Affiance Financial
Minnesota
$5.37M +$5.35M +159,611 +58,252%
IAG
19
Investment Advisory Group
Massachusetts
$5.19M -$443K -13,208 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.71M -$647K -19,292 -12%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.64M -$719K -21,441 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.59M +$4.09M +121,889 +828%
Stifel Financial
23
Stifel Financial
Missouri
$3.93M +$3.32M +99,102 +556%
GA
24
Gateway Advisory
New Jersey
$3.82M +$3.81M +113,545 New
GM
25
GeoWealth Management
Illinois
$3.7M +$808K +24,093 +28%