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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
326
Albion Financial Group
Utah
$305K
KPWS
327
Kestra Private Wealth Services
Texas
$305K +$37.6K +418 +12%
IFAM
328
Institutional & Family Asset Management
Colorado
$300K
DP
329
Denver PWM
Colorado
$300K +$329K +3,651 New
IA
330
IFP Advisors
Florida
$295K +$25.9K +288 +6%
BEI
331
Benjamin Edwards Inc
Missouri
$293K -$7.29K -81 -2%
SWM
332
SeaCrest Wealth Management
New York
$287K +$41.1K +456 +15%
MA
333
Mutual Advisors
Nebraska
$286K -$27.3K -303 -8%
Cerity Partners
334
Cerity Partners
New York
$285K -$1.8K -20 -0.6%
KW
335
KWB Wealth
California
$280K -$161K -1,789 -34%
RIA
336
RPG Investment Advisory
California
$279K +$313K +3,475 New
PFC
337
Phocas Financial Corp
California
$277K +$311K +3,458 New
WANY
338
Wealthspire Advisors (New York)
New York
$274K +$308K +3,422 New
PWA
339
Peterson Wealth Advisors
Utah
$268K
WSFS
340
Wilmington Savings Fund Society
Delaware
$265K -$27K -300 -8%
VWA
341
V Wealth Advisors
Kansas
$261K +$270 +3 +0.1%
PA
342
Parallel Advisors
California
$258K +$123K +1,365 +74%
LJAC
343
L.J. Altfest & Co
New York
$257K
Fisher Asset Management
344
Fisher Asset Management
Washington
$256K +$287K +3,190 New
OC
345
Oarsman Capital
Wisconsin
$255K
WA
346
Wealth Alliance
New York
$254K -$58.2K -646 -17%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$253K -$40.7K -452 -13%
EI
348
Ellevest Inc
New York
$253K +$44.9K +499 +19%
CCA
349
Cobblestone Capital Advisors
New York
$251K -$25.8K -287 -8%
WIP
350
WealthCare Investment Partners
Rhode Island
$250K -$14.6K -162 -5%