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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Calamos Wealth Management
Illinois
$214K
WBC
377
West Branch Capital
Massachusetts
$212K +$540 +6 +0.2%
SAM
378
Silvercrest Asset Management
New York
$212K +$720 +8 +0.3%
CL
379
Choreo LLC
Illinois
$210K +$14K +155 +6%
PCA
380
Pallas Capital Advisors
Massachusetts
$209K
CWM
381
Collaborative Wealth Management
Florida
$208K -$51.2K -569 -18%
CC
382
Cypress Capital
Tennessee
$206K -$16.7K -186 -7%
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$202K +$166K +1,847 +274%
SIM
384
Sadoff Investment Management
Wisconsin
$200K -$47.4K -526 -17%
CTC
385
Central Trust Company
Missouri
$178K
GWSG
386
GPS Wealth Strategies Group
Colorado
$170K +$540 +6 +0.3%
BFPW
387
BOK Financial Private Wealth
Colorado
$170K +$191K +2,120 New
FA
388
Flagstar Advisors
New York
$169K +$190K +2,109 New
FP
389
Financial Perspectives
Minnesota
$162K +$450 +5 +0.2%
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$153K
PMFA
391
Plante Moran Financial Advisors
Michigan
$140K
AWM
392
Avior Wealth Management
Nebraska
$131K +$450 +5 +0.3%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$128K
BC
394
Barrett & Company
Rhode Island
$124K +$137K +1,526 New
DIP
395
DT Investment Partners
Pennsylvania
$123K +$138K +1,528 New
SMA
396
Sage Mountain Advisors
Georgia
$119K
BA
397
Ballast Advisors
Minnesota
$112K
CA
398
Centerpoint Advisors
Massachusetts
$111K +$4.68K +52 +4%
HNB
399
Huntington National Bank
Ohio
$105K
TFGT
400
TS Financial Group (TSFG)
Illinois
$104K +$90 +1 +0.1%