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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
426
L.J. Altfest & Co
New York
$375K – – –
KW
427
KWB Wealth
California
$375K -$5.23K -47 -1%
DAS
428
Dynamic Advisor Solutions
Arizona
$369K +$2K +18 +0.6%
KPWG
429
KFA Private Wealth Group
Virginia
$364K – – –
PJWM
430
Philip James Wealth Mangement
Georgia
$362K -$38.4K -345 -10%
SWM
431
SFG Wealth Management
Maryland
$356K -$40.5K -364 -11%
CVA
432
Central Valley Advisors
California
$356K +$445 +4 +0.1%
RWP
433
Revolve Wealth Partners
New Jersey
$350K +$48.9K +440 +17%
HL
434
HeadInvest LLC
Maine
$346K – – –
OC
435
Oarsman Capital
Wisconsin
$342K – – –
AFC
436
AFT Forsyth & Company
Florida
$339K +$334 +3 +0.1%
PCA
437
Pallas Capital Advisors
Massachusetts
$339K – – –
GWMR
438
GC Wealth Management RIA
Massachusetts
$336K – – –
MA
439
MONECO Advisors
Connecticut
$334K – – –
WA
440
Wealth Alliance
New York
$333K -$3.67K -33 -1%
WFA
441
WMG Financial Advisors
Tennessee
$332K – – –
GG
442
GenWealth Group
New Jersey
$330K – – –
TPWM
443
Twelve Points Wealth Management
Massachusetts
$324K +$64.7K +582 +27%
SC
444
Stephens Consulting
Michigan
$323K – – –
DCM
445
DGS Capital Management
New Jersey
$322K +$28.6K +257 +10%
VV
446
Verity & Verity
South Carolina
$317K -$40.4K -363 -12%
SAM
447
Silvercrest Asset Management
New York
$316K +$445 +4 +0.1%
CWM
448
Calamos Wealth Management
Illinois
$313K – – –
EI
449
Ellevest Inc
New York
$311K – – –
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$311K -$31.1K -280 -10%