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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
376
Kingswood Wealth Advisors
California
$717K +$204K +1,484 +41%
MFA
377
Millington Financial Advisors
Illinois
$713K +$412 +3 +0.1%
MWM
378
Meridian Wealth Management
Kentucky
$705K -$624K -4,544 -47%
PWM
379
PMG Wealth Management
Illinois
$700K +$689K +5,023 New
CFO
380
Collective Family Office
Pennsylvania
$697K +$20.4K +149 +3%
BSI
381
Bennett Selby Investments
Maine
$696K
LRIA
382
Leonard Rickey Investment Advisors
Washington
$696K +$17.8K +130 +3%
FAM
383
Forte Asset Management
New York
$690K -$6.18K -45 -0.9%
PCH
384
PGIM Custom Harvest
New Jersey
$687K +$677K +4,930 New
WFAG
385
Wescott Financial Advisory Group
Pennsylvania
$681K -$139K -1,010 -17%
HPM
386
Hoxton Planning & Management
West Virginia
$674K -$13.7K -100 -2%
Jane Street
387
Jane Street
New York
$674K +$267K +1,946 +67%
WT
388
Whittier Trust
California
$669K -$267K -1,948 -29%
LFA
389
Legacy Financial Advisors
Kentucky
$669K
SCA
390
St. Clair Advisors
Ohio
$663K
AAS
391
Annex Advisory Services
Wisconsin
$662K +$652K +4,750 New
MWS
392
Maxwell Wealth Strategies
California
$660K
PWM
393
Parkworth Wealth Management
California
$660K +$650K +4,736 New
SCM
394
Sterling Capital Management
North Carolina
$659K -$512K -3,730 -44%
SCM
395
SOL Capital Management
Maryland
$656K
BFA
396
Beaumont Financial Advisors
Massachusetts
$652K -$16.7K -122 -3%
OWA
397
Octavia Wealth Advisors
Ohio
$652K -$1.92K -14 -0.3%
MPW
398
Melone Private Wealth
Michigan
$645K
FIA
399
Foundations Investment Advisors
Arizona
$643K +$345K +2,511 +119%
GWCM
400
Godshalk Welsh Capital Management
Pennsylvania
$643K