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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
351
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$207K – – –
SGI
352
Summit Global Investments
Utah
$207K – – –
EPA
353
Element Pointe Advisors
Florida
$205K – – –
NEGWA
354
New England Guild Wealth Advisors
Connecticut
$205K – – –
KLI
355
Kelman-Lazarov Inc
Tennessee
$204K – – –
FP
356
Financial Perspectives
Minnesota
$201K +$88.8K +841 +75%
HWMA
357
Heritage Wealth Management (Arizona)
Arizona
$201K -$69.6K -659 -25%
Brown Advisory
358
Brown Advisory
Maryland
$200K +$206K +1,953 New
CYG
359
Clean Yield Group
Vermont
$196K – – –
CA
360
Clearstead Advisors
Ohio
$189K – – –
SMA
361
Sage Mountain Advisors
Georgia
$175K +$6.44K +61 +4%
AWM
362
Avior Wealth Management
Nebraska
$173K -$14.5K -137 -7%
PCG
363
Private Capital Group
Connecticut
$169K – – –
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$164K – – –
MMG
365
Monetary Management Group
Missouri
$164K – – –
TFGT
366
TS Financial Group (TSFG)
Illinois
$162K +$19.5K +185 +13%
AF
367
Advisornet Financial
Minnesota
$154K +$18.6K +176 +13%
IRC
368
Investors Research Corp
Georgia
$145K +$39.9K +378 +36%
BA
369
Ballast Advisors
Minnesota
$143K -$23.6K -223 -14%
FCA
370
FinTrust Capital Advisors
South Carolina
$141K – – –
EIP
371
Ellis Investment Partners
Pennsylvania
$133K – – –
ETI
372
Enterprise Trust & Investment
California
$133K – – –
EWM
373
EPG Wealth Management
Georgia
$133K +$137K +1,299 New
AIM
374
Acropolis Investment Management
Missouri
$129K – – –
LWP
375
Laurel Wealth Planning
Minnesota
$120K – – –