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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
376
Millington Financial Advisors
Illinois
$775K +$949 +7 +0.1%
MWM
377
Meridian Wealth Management
Kentucky
$774K +$13K +96 +2%
SWM
378
SeaCrest Wealth Management
New York
$774K +$5.29K +39 +0.8%
HPM
379
Hoxton Planning & Management
West Virginia
$771K -$3.39K -25 -0.5%
RIS
380
Richmond Investment Services
Wisconsin
$767K +$692K +5,102 New
GS
381
GWN Securities
Florida
$759K -$56.4K -416 -8%
SCA
382
Snowden Capital Advisors
New York
$757K -$91.9K -678 -12%
GWM
383
Geneos Wealth Management
Colorado
$756K -$615K -4,537 -47%
FAM
384
Forte Asset Management
New York
$744K
Financial Engines Advisors
385
Financial Engines Advisors
California
$741K +$369K +2,720 +123%
W
386
Wealthquest
Ohio
$739K -$64.4K -475 -9%
ORI
387
Oak Ridge Investments
Illinois
$729K -$264K -1,946 -29%
GWM
388
GDS Wealth Management
Texas
$725K +$65.2K +481 +11%
WT
389
Whittier Trust
California
$722K
LFA
390
Legacy Financial Advisors
Kentucky
$720K -$1.76K -13 -0.3%
PWM
391
Parkworth Wealth Management
California
$714K +$949 +7 +0.1%
HFA
392
High Falls Advisors
New York
$713K +$38.1K +281 +6%
KFS
393
Kaizen Financial Strategies
California
$712K -$60.7K -448 -9%
OFO
394
OneAscent Family Office
Alabama
$708K -$855K -6,307 -57%
BSI
395
Bennett Selby Investments
Maine
$704K
KWA
396
Kingswood Wealth Advisors
California
$700K -$13.6K -100 -2%
SCM
397
Sterling Capital Management
North Carolina
$697K -$6.91K -51 -1%
AWM
398
Avior Wealth Management
Nebraska
$695K -$14.9K -110 -2%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$693K +$11.3K +83 +2%
OWA
400
Octavia Wealth Advisors
Ohio
$692K -$10.4K -77 -2%