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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
226
Bank of New York Mellon
New York
$824K -$48.4K -466 -6%
OC
227
Oppenheimer & Co
New York
$809K -$38K -366 -5%
TC
228
Trilogy Capital
California
$802K +$16.1K +155 +2%
WC
229
Weil Company
California
$799K – – –
BWM
230
Brickley Wealth Management
California
$793K +$779K +7,503 New
9WM
231
9258 Wealth Management
Ohio
$767K -$157K -1,507 -17%
IA
232
IFG Advisory
Georgia
$763K +$45.9K +442 +7%
EIA
233
Eldridge Investment Advisors
New Hampshire
$751K +$104 +1 +0%
PFS
234
Prospera Financial Services
Texas
$745K +$27.7K +267 +4%
CWA
235
Consilio Wealth Advisors
Washington
$740K -$16.4K -158 -2%
IC
236
Inscription Capital
Texas
$740K – – –
SCM
237
Southport Capital Management
Tennessee
$723K -$629K -6,055 -47%
CWC
238
Carolinas Wealth Consulting
North Carolina
$722K -$3.53K -34 -0.5%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$715K -$152K -1,461 -18%
GAG
240
GM Advisory Group
New York
$710K – – –
ACG
241
Allen Capital Group
Nebraska
$701K +$63.7K +613 +10%
VWA
242
Visionary Wealth Advisors
Illinois
$689K +$65.8K +633 +11%
PJSIMP
243
P.J. Schmidt Investment Management (PJS)
Wisconsin
$685K – – –
TPWA
244
TRUE Private Wealth Advisors
Oregon
$681K -$306K -2,950 -30%
MMPW
245
Mitchell McLeod Pugh & Williams
Alabama
$670K – – –
TCA
246
Transcend Capital Advisors
New Jersey
$663K +$651K +6,271 New
HFG
247
Heron Financial Group
New York
$659K -$2.08K -20 -0.3%
LRIA
248
Leonard Rickey Investment Advisors
Washington
$658K -$33.7K -324 -5%
DSA
249
Droms Strauss Advisors
Missouri
$656K – – –
FF
250
FourThought Financial
Florida
$653K -$27.9K -269 -4%