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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
Mitchell Capital Management
Kansas
$838K -$164K -1,188 -15%
ODIJL
327
One Day In July LLC
Vermont
$838K +$84.4K +610 +10%
Franklin Resources
328
Franklin Resources
California
$833K
TCBWMS
329
Texas Capital Bank Wealth Management Services
Texas
$827K
IC
330
Inscription Capital
Texas
$820K +$968K +7,000 New
XF
331
XML Financial
Maryland
$820K +$6.5K +47 +0.7%
SF
332
Symphony Financial
Texas
$816K -$286K -2,068 -23%
MCM
333
MAI Capital Management
Ohio
$813K -$5.39K -39 -0.6%
NW
334
NewEdge Wealth
Pennsylvania
$807K +$69.7K +504 +9%
PI
335
PFG Investments
New York
$806K -$90.4K -654 -9%
UIA
336
Ulland Investment Advisors
Minnesota
$804K -$56.7K -410 -6%
TC
337
TownSquare Capital
Utah
$802K +$14.7K +106 +2%
DSA
338
Droms Strauss Advisors
Missouri
$800K +$1.25K +9 +0.1%
TPW
339
TL Private Wealth
Texas
$796K +$1.8K +13 +0.2%
BIA
340
Biondo Investment Advisors
Pennsylvania
$793K -$61.5K -445 -7%
PJSIMP
341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$762K
JWCA
342
J.W. Cole Advisors
Florida
$754K -$235K -1,699 -22%
SCA
343
St. Clair Advisors
Ohio
$753K +$161K +1,165 +24%
EAM
344
Empirical Asset Management
Massachusetts
$750K -$40.8M -294,768 -98%
OCPWS
345
One Charles Private Wealth Services
Massachusetts
$748K
CA
346
Calton & Associates
Florida
$742K +$808K +5,840 New
LIM
347
Leavell Investment Management
Alabama
$737K
VWA
348
Visionary Wealth Advisors
Illinois
$735K -$36.6K -265 -4%
Betterment LLC
349
Betterment LLC
New York
$734K +$36K +260 +5%
ACG
350
Allen Capital Group
Nebraska
$731K +$29.6K +214 +4%