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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
376
Forte Asset Management
New York
$814K – – –
OWP
377
ORG Wealth Partners
Texas
$803K +$101K +642 +15%
VFA
378
Valeo Financial Advisors
Indiana
$802K +$187K +1,190 +32%
WC
379
Waterloo Capital
Texas
$794K -$65.8K -419 -8%
WT
380
Whittier Trust
California
$793K – – –
GS
381
GWN Securities
Florida
$787K -$41K -261 -5%
CA
382
Calton & Associates
Florida
$784K -$185K -1,176 -20%
LFA
383
Legacy Financial Advisors
Kentucky
$783K -$4.87K -31 -0.6%
HFA
384
High Falls Advisors
New York
$781K – – –
OFO
385
OneAscent Family Office
Alabama
$774K – – –
OWA
386
Octavia Wealth Advisors
Ohio
$772K +$14.4K +92 +2%
GWM
387
GDS Wealth Management
Texas
$765K -$27.2K -173 -4%
BSI
388
Bennett Selby Investments
Maine
$765K -$4.4K -28 -0.6%
ORI
389
Oak Ridge Investments
Illinois
$763K -$32K -204 -4%
CL
390
Choreo LLC
Illinois
$757K -$331K -2,106 -31%
KWA
391
Kingswood Wealth Advisors
California
$756K -$9.74K -62 -1%
SFMG
392
Sage Financial Management Group
Virginia
$755K – – –
WANY
393
Wealthspire Advisors (New York)
New York
$751K -$306K -1,948 -30%
RIA
394
RPG Investment Advisory
California
$747K +$11K +70 +2%
VFG
395
Victory Financial Group
Texas
$746K -$111K -705 -13%
LRIA
396
Leonard Rickey Investment Advisors
Washington
$746K -$2.36K -15 -0.3%
AWM
397
Avior Wealth Management
Nebraska
$745K -$14.1K -90 -2%
NRI
398
NFP Retirement Inc
California
$741K – – –
FDW
399
Fourth Dimension Wealth
Ohio
$740K +$30.3K +193 +4%
Empower Advisory Group
400
Empower Advisory Group
Colorado
$737K +$5.18K +33 +0.7%