We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20M +$1.83M +46,560 +10%
BlackRock
2
BlackRock
New York
$12.8M +$74.8K +1,898 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$7.93M +$76.5K +1,942 +1%
Lido Advisors
4
Lido Advisors
California
$6.29M -$371K -9,420 -6%
CFP
5
Curran Financial Partners
South Carolina
$6.21M -$3.84M -97,451 -39%
Bank of America
6
Bank of America
North Carolina
$5.92M +$956K +24,269 +20%
WCG
7
Weaver Consulting Group
California
$5.79M +$56.9K +1,444 +1%
IAG
8
Investment Advisory Group
Massachusetts
$5.72M +$30.9K +783 +0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.11M +$1.23M +31,233 +44%
Wells Fargo
10
Wells Fargo
California
$4.09M -$1.09M -27,730 -21%
VWA
11
Visionary Wealth Advisors
Illinois
$3.99M -$2.19M -55,532 -36%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.48M +$174K +4,422 +5%
FIA
13
Foundations Investment Advisors
Arizona
$3.22M +$31.2K +793 +1%
PAG
14
Private Advisor Group
New Jersey
$2.47M +$932K +23,662 +63%
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$2.22M
ACM
16
Avalon Capital Management
California
$2.07M +$2.03M +51,559 New
GIA
17
Gladstone Institutional Advisory
Florida
$2.04M +$73K +1,853 +4%
SL
18
Sentinus LLC
Illinois
$1.89M -$97.5K -2,475 -5%
CAM
19
Congress Asset Management
Massachusetts
$1.69M -$314K -7,979 -16%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$1.68M +$421K +10,688 +34%
Raymond James Financial
21
Raymond James Financial
Florida
$1.65M -$1.46M -37,059 -47%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.64M +$1.61M +40,825 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.62M +$46.1K +1,170 +3%
Stifel Financial
24
Stifel Financial
Missouri
$1.61M +$590K +14,972 +60%
CWA
25
Consilium Wealth Advisory
Texas
$1.49M +$12.4K +314 +0.9%