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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.6M -$752K -19,898 -4%
BlackRock
2
BlackRock
New York
$12.4M -$344K -9,090 -3%
CFP
3
Curran Financial Partners
South Carolina
$9.85M -$5.86M -154,944 -38%
ECA
4
Elevation Capital Advisory
Oregon
$9.26M +$8.96M +237,005 New
WA
5
Win Advisors
Florida
$8.58M +$8.31M +219,617 New
Morgan Stanley
6
Morgan Stanley
New York
$7.64M +$677K +17,912 +10%
Lido Advisors
7
Lido Advisors
California
$6.49M -$603K -15,934 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.13M +$4.26M +112,610 +254%
VWA
9
Visionary Wealth Advisors
Illinois
$6.05M +$3.79M +100,155 +183%
WCG
10
Weaver Consulting Group
California
$5.58M -$141K -3,716 -3%
IAG
11
Investment Advisory Group
Massachusetts
$5.53M -$111K -2,923 -2%
Wells Fargo
12
Wells Fargo
California
$5.06M +$90.6K +2,397 +2%
Bank of America
13
Bank of America
North Carolina
$4.81M +$621K +16,430 +15%
AWA
14
Archvest Wealth Advisors
California
$4.03M -$10.9K -287 -0.3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M -$262K -6,917 -8%
FIA
16
Foundations Investment Advisors
Arizona
$3.1M +$134K +3,553 +5%
Raymond James Financial
17
Raymond James Financial
Florida
$3.06M +$936K +24,749 +46%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.78M -$112K -2,959 -4%
LCWP
19
Legacy Capital Wealth Partners
Arkansas
$2.16M -$104K -2,755 -5%
CAM
20
Congress Asset Management
Massachusetts
$1.96M -$4.12M -109,010 -68%
SL
21
Sentinus LLC
Illinois
$1.93M +$484K +12,796 +35%
GIA
22
Gladstone Institutional Advisory
Florida
$1.92M -$31K -820 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.75M -$788K -20,846 -32%
JWCA
24
J.W. Cole Advisors
Florida
$1.6M +$20.5K +542 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.55M +$12.1K +321 +0.8%