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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$418K
HCIA
252
Hochman Cole Investment Advisors
Illinois
$418K
KPWS
253
Kestra Private Wealth Services
Texas
$415K +$360 +4 +0.1%
SCM
254
SOL Capital Management
Maryland
$409K
Prudential Financial
255
Prudential Financial
New Jersey
$409K +$15.1K +167 +4%
RC
256
Rinet Company
Massachusetts
$400K
FCCM
257
First City Capital Management
Georgia
$394K +$90 +1 +0%
LIM
258
Leavell Investment Management
Alabama
$391K
ORI
259
Oak Ridge Investments
Illinois
$373K +$125K +1,389 +51%
MWA
260
Meridian Wealth Advisors
Texas
$370K
MA
261
Mutual Advisors
Nebraska
$368K -$62K -688 -15%
EWM
262
Endurance Wealth Management
Rhode Island
$367K +$3.6K +40 +1%
RJT
263
Raymond James Trust
Florida
$365K -$130K -1,446 -26%
FPGK
264
Financial Partners Group (Kansas)
Kansas
$365K -$85.4K -948 -19%
RWM
265
Raffa Wealth Management
District of Columbia
$361K
IFAM
266
Institutional & Family Asset Management
Colorado
$360K +$22.6K +251 +7%
PG
267
Patten Group
Tennessee
$357K -$19.8K -220 -5%
SFS
268
Sowell Financial Services
Arkansas
$341K -$16.6K -184 -5%
GWCM
269
Godshalk Welsh Capital Management
Pennsylvania
$340K +$31.5K +350 +10%
Millennium Management
270
Millennium Management
New York
$331K +$329K +3,649 New
PAS
271
Park Avenue Securities
New York
$328K -$81.6K -905 -20%
WSFS
272
Wilmington Savings Fund Society
Delaware
$327K
VWA
273
V Wealth Advisors
Kansas
$324K +$10K +111 +3%
MA
274
MONECO Advisors
Connecticut
$321K +$2.16K +24 +0.7%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$318K +$5.41K +60 +2%