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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Provenance Wealth Advisors
Florida
$2.32M
JSAM
252
J. Safra Asset Management
New York
$2.18M +$2.16M +12,960 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$2.15M -$1.9M -11,382 -47%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$2.1M -$36.7K -220 -2%
WLIM
255
White Lighthouse Investment Management
Massachusetts
$2.1M +$374K +2,242 +22%
AQR Capital Management
256
AQR Capital Management
Connecticut
$2.09M +$1.14M +6,855 +123%
CGL
257
Clarius Group LLC
Washington
$2.07M
LGWM
258
Litman Gregory Wealth Management
California
$2.06M -$12.3K -74 -0.6%
FHA
259
Flagship Harbor Advisors
Massachusetts
$2.05M +$21K +126 +1%
ASN
260
Advisory Services Network
Georgia
$2.05M -$334 -2 -0%
CA
261
Clearstead Advisors
Ohio
$2.04M
Cerity Partners
262
Cerity Partners
New York
$2.02M +$671K +4,020 +50%
MHS
263
M Holdings Securities
Oregon
$1.95M +$1.94M +11,634 New
SFA
264
Sequoia Financial Advisors
Ohio
$1.93M -$25.7K -154 -1%
MGIA
265
Moneta Group Investment Advisors
Missouri
$1.89M +$111K +663 +6%
OC
266
Oppenheimer & Co
New York
$1.88M +$111K +663 +6%
KWA
267
Kingswood Wealth Advisors
California
$1.86M +$1.08M +6,453 +140%
BCV
268
Banque Cantonale Vaudoise
Switzerland
$1.85M +$1.83M +11,000 New
GT
269
Glenmede Trust
Pennsylvania
$1.85M +$1.84M +11,014 New
HP
270
Holistic Planning
Texas
$1.8M -$8.51K -51 -0.5%
TDWM
271
Topel & Distasi Wealth Management
California
$1.79M
BCM
272
Becker Capital Management
Oregon
$1.75M -$155K -929 -8%
GA
273
GSG Advisors
New Jersey
$1.75M -$11.2K -67 -0.6%
MOS
274
MGO One Seven
Ohio
$1.74M +$1.45M +8,669 +506%
DWG
275
Darden Wealth Group
Michigan
$1.74M -$44K -264 -2%