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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$8K – – –
AssetMark Inc
352
AssetMark Inc
California
$7K +$7.21K +92 New
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
WTC
354
WhitTier Trust Company
Nevada
$6K – – –
TFM
355
TFC Financial Management
Massachusetts
$6K +$5.56K +71 New
TRCT
356
Tower Research Capital (TRC)
New York
$5K -$10.8K -138 -69%
BW
357
Bison Wealth
Georgia
$5K – – –
SSWG
358
Seven Springs Wealth Group
Tennessee
$5K – – –
CCM
359
Chiron Capital Management
Florida
$5K +$5.17K +66 New
BCWM
360
Bartlett & Co Wealth Management
Ohio
$4.08K +$4K +51 New
PC
361
Permanens Capital
New York
$4K -$7.21K -92 -67%
BC
362
Bartlett & Co
Ohio
$4K +$4K +51 New
KFS
363
Kelly Financial Services
Massachusetts
$3.57K – – –
JFA
364
JNBA Financial Advisors
Minnesota
$3K – – –
CAGAS
365
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.04K +26 New
PCWA
366
Pacific Capital Wealth Advisors
California
$1K +$627 +8 New
FP
367
Fiduciary Planning
Florida
$1K +$705 +9 New
Jane Street
368
Jane Street
New York
– -$4.5M -62,598 Closed
GP
369
Greenline Partners
New York
– -$2.62M -36,422 Closed
GAG
370
GM Advisory Group
New York
– -$1.44M -20,000 Closed
MCWS
371
McKinley Carter Wealth Services
West Virginia
– -$1.14M -15,861 Closed
EWA
372
EP Wealth Advisors
California
– -$1.04M -14,446 Closed
QCG
373
Quadrant Capital Group
Ohio
– -$837K -11,641 Closed
IF
374
Intrua Financial
Texas
– -$753K -9,484 Closed
NWP
375
Northstar Wealth Partners
Connecticut
– -$538K -7,497 Closed