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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$9.66K -81 -2%
ORI
352
Oak Ridge Investments
Illinois
$669K +$219K +1,835 +54%
VCP
353
Verus Capital Partners
Arizona
$669K +$29.2K +245 +5%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$662K +$10.5K +88 +2%
SWM
355
SeaCrest Wealth Management
New York
$662K +$178K +1,493 +40%
WPP
356
Whalerock Point Partners
Rhode Island
$661K
CFO
357
Collective Family Office
Pennsylvania
$657K -$29.2K -245 -5%
Empower Advisory Group
358
Empower Advisory Group
Colorado
$656K +$77.4K +649 +14%
HPM
359
Hoxton Planning & Management
West Virginia
$651K +$24.9K +209 +4%
CL
360
Choreo LLC
Illinois
$646K +$75.7K +635 +14%
NRI
361
NFP Retirement Inc
California
$642K -$6.56K -55 -1%
MFA
362
Millington Financial Advisors
Illinois
$640K +$239 +2 +0%
BSI
363
Bennett Selby Investments
Maine
$637K
FAM
364
Forte Asset Management
New York
$637K
TPWA
365
TRUE Private Wealth Advisors
Oregon
$630K -$7.04K -59 -1%
SA
366
SpiderRock Advisors
Delaware
$625K
MPW
367
Melone Private Wealth
Michigan
$618K
LRIA
368
Leonard Rickey Investment Advisors
Washington
$616K -$20.2K -169 -3%
BFA
369
Beaumont Financial Advisors
Massachusetts
$612K
LFA
370
Legacy Financial Advisors
Kentucky
$612K
ASN
371
Advisory Services Network
Georgia
$608K -$58K -486 -9%
TPWM
372
Twelve Points Wealth Management
Massachusetts
$607K +$238K +1,995 +72%
SCA
373
St. Clair Advisors
Ohio
$606K -$114K -954 -17%
MWS
374
Maxwell Wealth Strategies
California
$604K
FFP
375
FourThought Financial Partners
Florida
$601K -$30.7K -257 -5%