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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORI
426
Oak Ridge Investments
Illinois
$225K +$212K +2,309 New
FMN
427
Financial Management Network
California
$223K
Brown Advisory
428
Brown Advisory
Maryland
$223K
VF
429
VitalStone Financial
Texas
$221K +$222K +2,426 +4,043%
AFG
430
AFS Financial Group
Maryland
$219K -$167K -1,818 -45%
WP
431
Westmount Partners
California
$215K +$202K +2,198 New
WANY
432
Wealthspire Advisors (New York)
New York
$212K +$199K +2,168 New
PCI
433
Planning Center Inc
Illinois
$211K +$198K +2,162 New
FIA
434
Foundations Investment Advisors
Arizona
$210K +$198K +2,155 New
SFC
435
Strategic Financial Concepts
Texas
$210K +$197K +2,153 New
Luther King Capital Management (LKCM)
436
Luther King Capital Management (LKCM)
Texas
$210K
DC
437
Davenport & Co
Virginia
$208K +$196K +2,132 New
BSSFA
438
Baron Silver Stevens Financial Advisors
Florida
$208K +$195K +2,131 New
EPA
439
Element Pointe Advisors
Florida
$205K +$193K +2,099 New
PPP
440
Private Portfolio Partners
New Jersey
$203K +$191K +2,079 New
FP
441
Financial Perspectives
Minnesota
$199K +$275 +3 +0.1%
TRCT
442
Tower Research Capital (TRC)
New York
$199K -$529K -5,763 -74%
BFPW
443
BOK Financial Private Wealth
Colorado
$180K
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$156K
DIP
445
DT Investment Partners
Pennsylvania
$153K
CA
446
Centerpoint Advisors
Massachusetts
$149K +$2.66K +29 +2%
BC
447
Barrett & Company
Rhode Island
$146K +$92 +1 +0.1%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$145K +$46.4K +506 +52%
SMA
449
Sage Mountain Advisors
Georgia
$145K
BA
450
Ballast Advisors
Minnesota
$136K