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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Stephens Consulting
Michigan
$221K – – –
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K +$234K +2,600 New
CFO
378
Collective Family Office
Pennsylvania
$216K +$243K +2,700 New
KWM
379
Kingsview Wealth Management
Oregon
$215K +$242K +2,683 New
CWM
380
Calamos Wealth Management
Illinois
$214K – – –
WBC
381
West Branch Capital
Massachusetts
$212K +$540 +6 +0.2%
SAM
382
Silvercrest Asset Management
New York
$212K +$720 +8 +0.3%
CL
383
Choreo LLC
Illinois
$210K +$14K +155 +6%
PCA
384
Pallas Capital Advisors
Massachusetts
$209K – – –
CWM
385
Collaborative Wealth Management
Florida
$208K -$51.2K -569 -18%
CC
386
Cypress Capital
Tennessee
$206K -$16.7K -186 -7%
Qube Research & Technologies (QRT)
387
Qube Research & Technologies (QRT)
United Kingdom
$202K +$166K +1,847 +274%
SIM
388
Sadoff Investment Management
Wisconsin
$200K -$47.4K -526 -17%
CTC
389
Central Trust Company
Missouri
$178K – – –
GWSG
390
GPS Wealth Strategies Group
Colorado
$170K +$540 +6 +0.3%
BFPW
391
BOK Financial Private Wealth
Colorado
$170K +$191K +2,120 New
FA
392
Flagstar Advisors
New York
$169K +$190K +2,109 New
FP
393
Financial Perspectives
Minnesota
$162K +$450 +5 +0.2%
HWMA
394
Heritage Wealth Management (Arizona)
Arizona
$153K – – –
PMFA
395
Plante Moran Financial Advisors
Michigan
$140K – – –
AWM
396
Avior Wealth Management
Nebraska
$131K +$450 +5 +0.3%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$128K – – –
BC
398
Barrett & Company
Rhode Island
$124K +$137K +1,526 New
DIP
399
DT Investment Partners
Pennsylvania
$123K +$138K +1,528 New
SMA
400
Sage Mountain Advisors
Georgia
$119K – – –