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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.3M -$1.48M -42,572 -7%
ACA
2
Atlas Capital Advisors
Wyoming
$17.6M
AWM
3
AE Wealth Management
Kansas
$13.8M +$7.75M +222,252 +121%
Lido Advisors
4
Lido Advisors
California
$12M -$1.51M -43,331 -11%
BlackRock
5
BlackRock
New York
$11.1M -$744K -21,342 -6%
CFP
6
Curran Financial Partners
South Carolina
$8.8M +$3.93M +112,701 +77%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$8.3M -$338K -9,694 -4%
Morgan Stanley
8
Morgan Stanley
New York
$6.72M +$938K +26,905 +16%
WCG
9
Weaver Consulting Group
California
$5.6M -$211K -6,039 -4%
IAG
10
Investment Advisory Group
Massachusetts
$5.02M -$64.5K -1,851 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.71M -$471K -13,502 -9%
Bank of America
12
Bank of America
North Carolina
$4.6M -$868K -24,894 -16%
Jane Street
13
Jane Street
New York
$4.55M -$6M -172,152 -56%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.42M +$293K +8,396 +7%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.27M -$116K -3,333 -3%
AWA
16
Archvest Wealth Advisors
California
$3.54M -$198K -5,685 -5%
TC
17
Trilogy Capital
California
$3.24M -$169K -4,850 -5%
BCM
18
Brookstone Capital Management
Illinois
$2.97M -$7.86M -225,366 -72%
GM
19
GeoWealth Management
Illinois
$2.65M -$1.44M -41,297 -35%
CWA
20
Consilium Wealth Advisory
Texas
$2.62M +$313K +8,971 +13%
Wells Fargo
21
Wells Fargo
California
$2.56M +$291K +8,335 +12%
Ameriprise
22
Ameriprise
Minnesota
$2.55M -$29.7K -852 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.99M +$599K +17,175 +41%
SOS
24
Silver Oak Securities
Tennessee
$1.69M +$1.3M +37,202 +296%
JWCA
25
J.W. Cole Advisors
Florida
$1.66M -$16.5K -472 -1%