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iShares Core Conservative Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 38,697 | $1.61M | $1.56M | -$42,962.11 | -2.68% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 170,773 | $7.08M | $6.92M | -$163,088.22 | -2.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 47,557 | $1.85M | $1.92M | $67,618.09 | 3.65% |
| NA Nizar Araji National Bank Of Canada /FI/ | 35,767 | $1.38M | $1.45M | $69,544.23 | 5.03% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 11,690 | $466,487.44 | $472,860.5 | $6,373.06 | 1.37% |
| RS Richard Stram Marino, Stram & Associates LLC | 34,945 | $1.2M | $1.41M | $211,590.23 | 17.65% |
| MS Marc Seidenberg Basso Capital Management LP | 40,858 | $1.69M | $1.65M | -$45,332.54 | -2.67% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,169 | $311,026.83 | $331,498.02 | $20,471.19 | 6.58% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 30,123 | $1.17M | $1.22M | $51,574.18 | 4.4% |
| YA Yinka Akinsola Blue Trust Inc. | 27 | $1,119.96 | $1,089.99 | -$29.97 | -2.68% |
 Jeff Ameen Spire Wealth Management | 3,433 | $120,017.68 | $139,311.14 | $19,293.46 | 16.08% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,382 | $295,425.13 | $299,303.19 | $3,878.06 | 1.31% |
 Ryan Sanford Elevation Capital Advisory LLC | 292,381 | $11.96M | $11.85M | -$111,226.74 | -0.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 27,282 | $1.13M | $1.11M | -$24,690.21 | -2.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 717 | $27,401.04 | $28,945.29 | $1,544.25 | 5.64% |
 Cliff A. Demarest Consilium Wealth Advisory LLC | 32,080 | $1.15M | $1.3M | $148,907.41 | 12.92% |
 Eric Lai Archvest Wealth Advisors Inc. | 6,387 | $256,310.31 | $259,024.78 | $2,714.47 | 1.06% |
 Jay Richards Investment Advisory Group LLC | 158,398 | $6.33M | $6.43M | $93,974.99 | 1.48% |
 Sean Reitenbach Prosperity Consulting Group LLC | 14,688 | $551,316.51 | $594,129.6 | $42,813.09 | 7.77% |
 Kristofer Gray Integrity Financial Corp. /WA | 4,199 | $160,143.78 | $169,912.53 | $9,768.75 | 6.1% |
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