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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
326
One Day In July LLC
Vermont
$311K +$90 +1 +0%
LGWM
327
Litman Gregory Wealth Management
California
$311K +$349K +3,874 New
SCM
328
SOL Capital Management
Maryland
$309K +$7.65K +85 +2%
SWA
329
Stratos Wealth Advisors
Ohio
$307K +$13.6K +151 +4%
AFG
330
Albion Financial Group
Utah
$305K – – –
KPWS
331
Kestra Private Wealth Services
Texas
$305K +$37.6K +418 +12%
IFAM
332
Institutional & Family Asset Management
Colorado
$300K – – –
DP
333
Denver PWM
Colorado
$300K +$329K +3,651 New
IA
334
IFP Advisors
Florida
$295K +$25.9K +288 +6%
BEI
335
Benjamin Edwards Inc
Missouri
$293K -$7.29K -81 -2%
SWM
336
SeaCrest Wealth Management
New York
$287K +$41.1K +456 +15%
MA
337
Mutual Advisors
Nebraska
$286K -$27.3K -303 -8%
Cerity Partners
338
Cerity Partners
New York
$285K -$1.8K -20 -0.6%
KW
339
KWB Wealth
California
$280K -$161K -1,789 -34%
RIA
340
RPG Investment Advisory
California
$279K +$313K +3,475 New
PFC
341
Phocas Financial Corp
California
$277K +$311K +3,458 New
WANY
342
Wealthspire Advisors (New York)
New York
$274K +$308K +3,422 New
PWA
343
Peterson Wealth Advisors
Utah
$268K – – –
WSFS
344
Wilmington Savings Fund Society
Delaware
$265K -$27K -300 -8%
VWA
345
V Wealth Advisors
Kansas
$261K +$270 +3 +0.1%
PA
346
Parallel Advisors
California
$258K +$123K +1,365 +74%
LJAC
347
L.J. Altfest & Co
New York
$257K – – –
Fisher Asset Management
348
Fisher Asset Management
Washington
$256K +$287K +3,190 New
OC
349
Oarsman Capital
Wisconsin
$255K – – –
WA
350
Wealth Alliance
New York
$254K -$58.2K -646 -17%