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iShares Core Conservative Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David Hunter Horizons Wealth Management | 156 | $5,418.15 | $6,383.52 | $965.37 | 17.82% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 464 | $16,195.94 | $19,207.28 | $3,011.34 | 18.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 891 | $36,944 | $36,918.58 | -$25.42 | -0.07% |
 Kevin Gray Lodestar Private Asset Management LLC | 4,907 | $203,542 | $200,794.44 | -$2,747.56 | -1.35% |
 Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 29,199 | $1.09M | $1.21M | $116,498.63 | 10.7% |
 Benjamin J. Jones National Wealth Management Group, LLC | 10,982 | $440,652.17 | $449,383.44 | $8,731.27 | 1.98% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,625 | $65,145.8 | $66,495 | $1,349.2 | 2.07% |
 Kevin Bresler TD Waterhouse Canada Inc. | 3,268 | $129,888.06 | $133,726.56 | $3,838.5 | 2.96% |
| AK Alisha Kamadia United Community Bank | 1,425 | $52,476 | $58,987.87 | $6,511.87 | 12.41% |
 Joshua Stipcich Tidemark, LLC | 551 | $19,919 | $22,830.68 | $2,911.68 | 14.62% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,777 | $71,311 | $72,714.84 | $1,403.84 | 1.97% |
 JORDAN GREEN Valley Financial Group, Inc. | 7,049 | $255,684.52 | $292,251.54 | $36,567.02 | 14.3% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,079 | $83,492.22 | $85,072.68 | $1,580.46 | 1.89% |
 Kyle Jones Pineridge Advisors LLC | 58 | $2,094.92 | $2,373.36 | $278.44 | 13.29% |
 Stephanie Ternes Wealth Forward, LLC | 15,197 | $551,533.32 | $621,861.24 | $70,327.92 | 12.75% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 8,481 | $334,944.85 | $350,774.16 | $15,829.31 | 4.73% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 11,339 | $419,965.74 | $470,114.94 | $50,149.2 | 11.94% |
 Michael Dziura Westfuller Advisors, LLC | 449 | $18,021.9 | $18,373.08 | $351.18 | 1.95% |
 Andrew Bowers BridgePort Financial Solutions, LLC | 7,621 | $290,048.49 | $311,851.32 | $21,802.83 | 7.52% |
 Jackie Berry Hershey Financial Advisers, LLC | 96,363 | $4M | $3.98M | -$18,308.73 | -0.46% |
