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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.7M +$609K +16,157 +4%
CFP
2
Curran Financial Partners
South Carolina
$15.3M +$5.93M +157,273 +63%
BlackRock
3
BlackRock
New York
$12.3M +$355K +9,427 +3%
Lido Advisors
4
Lido Advisors
California
$6.85M -$340K -9,024 -5%
Morgan Stanley
5
Morgan Stanley
New York
$6.68M -$5.08M -134,649 -43%
AAS
6
Ameritas Advisory Services
Nebraska
$6.25M +$6.26M +166,054 New
CAM
7
Congress Asset Management
Massachusetts
$5.99M -$258K -6,839 -4%
WCG
8
Weaver Consulting Group
California
$5.52M -$192K -5,100 -3%
IAG
9
Investment Advisory Group
Massachusetts
$5.44M +$155K +4,099 +3%
Wells Fargo
10
Wells Fargo
California
$4.79M -$4.56M -120,870 -49%
TC
11
Trilogy Capital
California
$4.5M +$796K +21,111 +21%
Bank of America
12
Bank of America
North Carolina
$4.01M -$4.25M -112,707 -51%
AWA
13
Archvest Wealth Advisors
California
$3.89M -$355K -9,427 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.35M -$78.5K -2,081 -2%
FIA
15
Foundations Investment Advisors
Arizona
$2.86M +$766K +20,330 +37%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.79M -$15.9M -421,506 -85%
Ameriprise
17
Ameriprise
Minnesota
$2.47M -$254K -6,727 -9%
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$2.19M +$151K +4,012 +7%
VWA
19
Visionary Wealth Advisors
Illinois
$2.06M +$2.06M +54,616 New
Raymond James Financial
20
Raymond James Financial
Florida
$2.01M -$21.3M -564,897 -91%
GIA
21
Gladstone Institutional Advisory
Florida
$1.88M +$239K +6,334 +15%
CWA
22
Consilium Wealth Advisory
Texas
$1.83M +$459K +12,167 +33%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.67M -$23.8M -630,162 -93%
JWCA
24
J.W. Cole Advisors
Florida
$1.52M +$481K +12,748 +46%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.48M +$208K +5,523 +16%