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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
401
BAMCO Inc
New York
$217K +$223K +2,663 New
SAM
402
Silvercrest Asset Management
New York
$217K +$585 +7 +0.3%
EI
403
Ellevest Inc
New York
$216K -$41.7K -499 -16%
WBC
404
West Branch Capital
Massachusetts
$216K +$418 +5 +0.2%
CL
405
Choreo LLC
Illinois
$214K – – –
VF
406
VitalStone Financial
Texas
$213K +$218K +2,612 New
CA
407
Claro Advisors
Massachusetts
$210K -$11.2K -134 -5%
CC
408
Cypress Capital
Tennessee
$209K – – –
PCA
409
Personal Capital Advisors
California
$202K +$207K +2,473 New
CWM
410
Collaborative Wealth Management
Florida
$201K -$11K -132 -5%
FFA
411
Farther Finance Advisors
California
$192K +$196K +2,350 New
CS
412
Comerica Securities
Michigan
$177K +$182K +2,174 New
PA
413
Parallel Advisors
California
$172K -$93K -1,113 -35%
FP
414
Financial Perspectives
Minnesota
$165K +$334 +4 +0.2%
RFA
415
Resurgent Financial Advisors
Georgia
$163K +$167K +2,001 New
CTC
416
Central Trust Company
Missouri
$157K -$25.1K -300 -14%
BFPW
417
BOK Financial Private Wealth
Colorado
$150K -$23.1K -276 -13%
PMFA
418
Plante Moran Financial Advisors
Michigan
$142K – – –
AWM
419
Avior Wealth Management
Nebraska
$134K +$418 +5 +0.3%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$130K – – –
DIP
421
DT Investment Partners
Pennsylvania
$125K – – –
BC
422
Barrett & Company
Rhode Island
$124K – – –
SMA
423
Sage Mountain Advisors
Georgia
$121K – – –
CA
424
Centerpoint Advisors
Massachusetts
$117K +$3.68K +44 +3%
BA
425
Ballast Advisors
Minnesota
$114K – – –