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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
401
Three Bridge Wealth Advisors
California
$520K +$119 +1 +0%
MWA
402
Meridian Wealth Advisors
Texas
$519K
Cerity Partners
403
Cerity Partners
New York
$511K -$30.9K -259 -6%
RIS
404
Retirement Income Solutions
Michigan
$510K
AG
405
AlTi Global
New York
$506K
HI
406
Harbour Investments
Wisconsin
$499K -$86.4K -724 -16%
KWA
407
Kingswood Wealth Advisors
California
$491K -$45.7K -383 -9%
RIA
408
RPG Investment Advisory
California
$488K +$7.75K +65 +2%
AUB
409
Atlantic Union Bankshares
Virginia
$488K +$457K +3,830 New
BFWM
410
Bright Futures Wealth Management
New York
$482K -$24.8K -208 -5%
GWAG
411
Garrett Wealth Advisory Group
Texas
$478K +$447K +3,747 New
FCG
412
Fielder Capital Group
Tennessee
$478K -$19.3K -162 -4%
DJSG
413
D.J. St. Germain
Massachusetts
$474K +$4.77K +40 +1%
CGA
414
Crescent Grove Advisors
Illinois
$466K -$14.4K -121 -3%
AA
415
Ancora Advisors
Ohio
$460K +$30.8K +258 +8%
ClearBridge Investments
416
ClearBridge Investments
New York
$452K -$324K -2,719 -43%
MFC
417
Morris Financial Concepts
South Carolina
$448K +$419K +3,514 New
VFA
418
Valeo Financial Advisors
Indiana
$448K -$12.2K -102 -3%
FCCM
419
First City Capital Management
Georgia
$438K +$119 +1 +0%
PWA
420
Peterson Wealth Advisors
Utah
$431K +$477 +4 +0.1%
EWA
421
Exencial Wealth Advisors
Oklahoma
$430K
CC
422
Cypress Capital
Tennessee
$429K +$401K +3,362 New
ACM
423
Armbruster Capital Management
New York
$427K -$14.1K -118 -3%
AWA
424
Adapt Wealth Advisors
Georgia
$426K
PCIA
425
Prime Capital Investment Advisors
Kansas
$423K -$191K -1,599 -33%