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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
276
Moneta Group Investment Advisors
Missouri
$933K +$33.7K +342 +4%
WMP
277
Wealth Management Partners
Arizona
$932K -$2.27K -23 -0.3%
TWA
278
Talisman Wealth Advisors
New Jersey
$920K -$107K -1,088 -11%
DP
279
Denver PWM
Colorado
$902K -$67.7K -687 -7%
Bank of New York Mellon
280
Bank of New York Mellon
New York
$901K -$302K -3,069 -26%
PI
281
PFG Investments
New York
$896K -$16.4K -166 -2%
YIA
282
YHB Investment Advisors
Connecticut
$893K +$28.5K +289 +3%
TF
283
Trek Financial
Arizona
$886K -$49.8K -506 -6%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$882K -$15.4K -156 -2%
SPIA
285
Steward Partners Investment Advisory
New York
$869K +$17.5K +178 +2%
VFG
286
Victory Financial Group
Texas
$867K +$820K +8,328 New
CFO
287
Collective Family Office
Pennsylvania
$850K -$151K -1,535 -16%
AG
288
AlTi Global
New York
$843K +$798K +8,099 New
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$835K +$63.4K +644 +9%
WT
290
Whittier Trust
California
$833K – – –
TPWA
291
Twin Peaks Wealth Advisors
California
$827K +$783K +7,944 New
PIA
292
Perennial Investment Advisors
California
$824K -$4.83K -49 -0.6%
UIA
293
Ulland Investment Advisors
Minnesota
$812K -$573K -5,815 -43%
AMG
294
Asset Management Group
Connecticut
$811K +$4.63K +47 +0.6%
EFG
295
Ehrlich Financial Group
California
$810K +$766K +7,779 New
GA
296
GSG Advisors
New Jersey
$806K +$26.2K +266 +3%
WC
297
Waterloo Capital
Texas
$805K +$762K +7,735 New
XF
298
XML Financial
Maryland
$800K -$180K -1,831 -19%
LNWWM
299
Laird Norton Wetherby Wealth Management
California
$792K – – –
W
300
Wealthquest
Ohio
$784K +$1.97K +20 +0.3%