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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.2M +$25.6M +674,485 New
Raymond James Financial
2
Raymond James Financial
Florida
$23.1M +$23.5M +618,407 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18.5M +$16.8M +442,177 +828%
LPL Financial
4
LPL Financial
California
$17M -$203K -5,346 -1%
FA
5
Forefront Analytics
Pennsylvania
$13M +$13.2M +347,277 New
BlackRock
6
BlackRock
New York
$11.8M -$168K -4,412 -1%
Morgan Stanley
7
Morgan Stanley
New York
$11.6M +$5.49M +144,497 +86%
CFP
8
Curran Financial Partners
South Carolina
$9.32M +$2.63M +69,060 +38%
Wells Fargo
9
Wells Fargo
California
$9.25M +$5.89M +155,021 +167%
Bank of America
10
Bank of America
North Carolina
$8.18M +$4.89M +128,773 +142%
Lido Advisors
11
Lido Advisors
California
$7.13M -$522K -13,730 -7%
CAM
12
Congress Asset Management
Massachusetts
$6.19M +$4.36M +114,767 +224%
WCG
13
Weaver Consulting Group
California
$5.66M +$53.5K +1,407 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.5M +$3.83M +100,837 +216%
IAG
15
Investment Advisory Group
Massachusetts
$5.24M -$77K -2,025 -1%
AWA
16
Archvest Wealth Advisors
California
$4.21M +$368K +9,683 +9%
TC
17
Trilogy Capital
California
$3.67M +$211K +5,551 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.4M -$44.7K -1,177 -1%
GM
19
GeoWealth Management
Illinois
$2.86M -$4.36M -114,818 -60%
Ameriprise
20
Ameriprise
Minnesota
$2.7M +$98.4K +2,588 +4%
FIA
21
Foundations Investment Advisors
Arizona
$2.07M -$415K -10,929 -16%
LCWP
22
Legacy Capital Wealth Partners
Arkansas
$2.02M
TCMP
23
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.93M -$408K -10,742 -17%
BCM
24
Brookstone Capital Management
Illinois
$1.78M -$644K -16,941 -26%
Stifel Financial
25
Stifel Financial
Missouri
$1.68M +$1.24M +32,747 +266%