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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.5M -$342K -8,422 -1%
SIS
2
Strategic Investment Solutions
Illinois
$15.8M +$327K +8,071 +2%
BlackRock
3
BlackRock
New York
$13.7M +$1.01M +24,996 +8%
BCM
4
Brookstone Capital Management
Illinois
$8.71M +$7.61M +187,602 +610%
CFP
5
Curran Financial Partners
South Carolina
$8.1M +$1.15M +28,469 +16%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.99M +$98.6K +2,431 +1%
CAM
7
Congress Asset Management
Massachusetts
$7.12M +$1.73M +42,622 +31%
OCM
8
One Capital Management
California
$6.99M +$6.38M +157,361 +880%
Morgan Stanley
9
Morgan Stanley
New York
$6.89M -$2.78M -68,525 -28%
Bank of America
10
Bank of America
North Carolina
$6.62M -$680K -16,764 -9%
WCG
11
Weaver Consulting Group
California
$5.93M +$87.6K +2,161 +1%
IAG
12
Investment Advisory Group
Massachusetts
$5.87M +$117K +2,883 +2%
Wells Fargo
13
Wells Fargo
California
$4.32M -$2.01M -49,476 -31%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.13M +$437K +10,776 +12%
ECA
15
Elevation Capital Advisory
Oregon
$4.11M +$3.12M +76,897 +295%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.59M +$1.28M +31,608 +54%
FIA
17
Foundations Investment Advisors
Arizona
$3.16M +$118K +2,919 +4%
PAG
18
Private Advisor Group
New Jersey
$2.86M -$140K -3,455 -5%
Stifel Financial
19
Stifel Financial
Missouri
$2.85M -$968K -23,862 -25%
GWM
20
Gilpin Wealth Management
Colorado
$2.83M +$1.2M +29,644 +72%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.73M +$1.13M +27,968 +69%
HNWAG
22
High Net Worth Advisory Group
Florida
$2.26M +$525K +12,950 +30%
Lido Advisors
23
Lido Advisors
California
$2.21M -$4.1M -101,219 -65%
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$2.19M
ACM
25
Avalon Capital Management
California
$2.05M +$2.09M +51,432 New