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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26M +$6.04M +149,651 +30%
Raymond James Financial
2
Raymond James Financial
Florida
$16M +$14.4M +357,045 +867%
SIS
3
Strategic Investment Solutions
Illinois
$15.6M +$15.7M +388,741 New
BlackRock
4
BlackRock
New York
$12.8M -$22K -545 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$9.68M +$1.76M +43,671 +22%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.94M +$3.85M +95,444 +93%
Bank of America
7
Bank of America
North Carolina
$7.33M +$1.43M +35,376 +24%
CFP
8
Curran Financial Partners
South Carolina
$7.01M +$805K +19,955 +13%
Wells Fargo
9
Wells Fargo
California
$6.33M +$2.25M +55,809 +55%
Lido Advisors
10
Lido Advisors
California
$6.29M
WCG
11
Weaver Consulting Group
California
$5.88M +$86.3K +2,137 +1%
IAG
12
Investment Advisory Group
Massachusetts
$5.79M +$79.2K +1,962 +1%
CAM
13
Congress Asset Management
Massachusetts
$5.45M +$3.78M +93,636 +222%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.94M +$3.65M +90,476 +1,187%
Stifel Financial
15
Stifel Financial
Missouri
$3.83M +$2.24M +55,426 +139%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.73M +$251K +6,227 +7%
FIA
17
Foundations Investment Advisors
Arizona
$3.06M -$157K -3,892 -5%
PAG
18
Private Advisor Group
New Jersey
$3.02M +$557K +13,804 +22%
Corient Private Wealth
19
Corient Private Wealth
Florida
$2.81M +$1.42M +35,237 +101%
FA
20
Forefront Analytics
Pennsylvania
$2.35M +$2.37M +58,682 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.34M +$707K +17,518 +43%
LCWP
22
Legacy Capital Wealth Partners
Arkansas
$2.2M -$18K -445 -0.8%
GIA
23
Gladstone Institutional Advisory
Florida
$2.08M +$41.7K +1,034 +2%
VWA
24
Visionary Wealth Advisors
Illinois
$1.94M -$2.05M -50,861 -51%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.75M +$1.76M +43,650 New