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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CIC Wealth
Maryland
$570K +$584K +6,991 New
9WM
277
9258 Wealth Management
Ohio
$566K -$14.7K -176 -2%
LRIA
278
Leonard Rickey Investment Advisors
Washington
$562K +$104K +1,244 +22%
VWA
279
Visionary Wealth Advisors
Illinois
$541K +$1.34K +16 +0.2%
WFAG
280
Wescott Financial Advisory Group
Pennsylvania
$530K +$544K +6,504 New
NFG
281
Nations Financial Group
Iowa
$525K +$22.7K +272 +4%
IWS
282
Insight Wealth Strategies
California
$523K -$85.4K -1,022 -14%
Citigroup
283
Citigroup
New York
$520K +$4.6K +55 +0.9%
MMPW
284
Mitchell McLeod Pugh & Williams
Alabama
$517K – – –
VHAM
285
Van Hulzen Asset Management
California
$508K +$71.1K +851 +16%
IC
286
IEQ Capital
California
$508K +$24.9K +298 +5%
TPWA
287
TRUE Private Wealth Advisors
Oregon
$507K -$53.6K -641 -9%
DSA
288
Droms Strauss Advisors
Missouri
$503K +$3.01K +36 +0.6%
CWA
289
Consilio Wealth Advisors
Washington
$503K -$44.3K -530 -8%
GIA
290
Gladstone Institutional Advisory
Florida
$501K -$8.61K -103 -2%
FFP
291
FourThought Financial Partners
Florida
$491K +$503K +6,018 New
PJSIMP
292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K – – –
SFA
293
Seneca Financial Advisors
New York
$486K +$498K +5,962 New
EWM
294
Endowment Wealth Management
Wisconsin
$478K +$132K +1,582 +37%
EAM
295
Empirical Asset Management
Massachusetts
$474K -$4.09K -49 -0.8%
YIA
296
YHB Investment Advisors
Connecticut
$474K +$247K +2,950 +103%
MFA
297
Millington Financial Advisors
Illinois
$471K +$483K +5,779 New
HFG
298
Heron Financial Group
New York
$470K -$29.6K -354 -6%
TH
299
TCTC Holdings
Texas
$465K – – –
PP
300
Patten & Patten
Tennessee
$462K -$34.7K -415 -7%