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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
351
WhitTier Trust Company
Nevada
$5K
QCG
352
Quadrant Capital Group
Ohio
$5K +$5.25K +81 New
KWM
353
Keebeck Wealth Management
Illinois
$5K +$5.64K +87 New
BW
354
Bison Wealth
Georgia
$4K +$4.15K +64 New
Chevy Chase Trust
355
Chevy Chase Trust
Maryland
$3K +$3.24K +50 New
KFS
356
Kelly Financial Services
Massachusetts
$2.99K +$2.85K +44 New
AWA
357
Arkadios Wealth Advisors
Georgia
$2.11K +$1.88K +29 New
JFA
358
JNBA Financial Advisors
Minnesota
$2K
1W
359
1776 Wealth
Georgia
$2K +$2.46K +38 New
IRC
360
Investors Research Corp
Georgia
$1K +$583 +9 +100%
HF
361
Halpern Financial
Virginia
$706 +$648 +10 New
SHWM
362
Silicon Hills Wealth Management
Texas
$26 +$65 +1 New
GSWM
363
Golden State Wealth Management
California
-$3.99M -63,400 Closed
Citadel Advisors
364
Citadel Advisors
Florida
-$1.89M -30,010 Closed
CGL
365
Clarius Group LLC
Washington
-$1.48M -23,569 Closed
SWM
366
Sequoia Wealth Management
Illinois
-$978K -15,596 Closed
CCA
367
Clearwater Capital Advisors
Illinois
-$743K -11,815 Closed
FC
368
Financial Consulate
Maryland
-$593K -9,435 Closed
TSS
369
Two Sigma Securities
New York
-$447K -7,108 Closed
PWA
370
Peterson Wealth Advisors
Utah
-$375K -5,960 Closed
Cerity Partners
371
Cerity Partners
New York
-$347K -5,516 Closed
I
372
IberiaBank
Louisiana
-$236K -3,756 Closed
M&T Bank
373
M&T Bank
New York
-$216K -3,432 Closed
LNC
374
Lincoln National Corp
Pennsylvania
-$203K -3,217 Closed
UBS AM
375
UBS AM
Illinois
-$153K -2,434 Closed