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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
276
9258 Wealth Management
Ohio
$566K -$14.7K -176 -2%
LRIA
277
Leonard Rickey Investment Advisors
Washington
$562K +$104K +1,244 +22%
VWA
278
Visionary Wealth Advisors
Illinois
$541K +$1.34K +16 +0.2%
WFAG
279
Wescott Financial Advisory Group
Pennsylvania
$530K +$544K +6,504 New
NFG
280
Nations Financial Group
Iowa
$525K +$22.7K +272 +4%
IWS
281
Insight Wealth Strategies
California
$523K -$85.4K -1,022 -14%
Citigroup
282
Citigroup
New York
$520K +$4.6K +55 +0.9%
MMPW
283
Mitchell McLeod Pugh & Williams
Alabama
$517K
VHAM
284
Van Hulzen Asset Management
California
$508K +$71.1K +851 +16%
IC
285
IEQ Capital
California
$508K +$24.9K +298 +5%
TPWA
286
TRUE Private Wealth Advisors
Oregon
$507K -$53.6K -641 -9%
DSA
287
Droms Strauss Advisors
Missouri
$503K +$3.01K +36 +0.6%
CWA
288
Consilio Wealth Advisors
Washington
$503K -$44.3K -530 -8%
GIA
289
Gladstone Institutional Advisory
Florida
$501K -$8.61K -103 -2%
FFP
290
FourThought Financial Partners
Florida
$491K +$503K +6,018 New
PJSIMP
291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K
SFA
292
Seneca Financial Advisors
New York
$486K +$498K +5,962 New
EWM
293
Endowment Wealth Management
Wisconsin
$478K +$132K +1,582 +37%
EAM
294
Empirical Asset Management
Massachusetts
$474K -$4.09K -49 -0.8%
YIA
295
YHB Investment Advisors
Connecticut
$474K +$247K +2,950 +103%
MFA
296
Millington Financial Advisors
Illinois
$471K +$483K +5,779 New
HFG
297
Heron Financial Group
New York
$470K -$29.6K -354 -6%
TH
298
TCTC Holdings
Texas
$465K
PP
299
Patten & Patten
Tennessee
$462K -$34.7K -415 -7%
TA
300
Tiedemann Advisors
New York
$461K