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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
476
Luther King Capital Management (LKCM)
Texas
$252K – – –
SteelPeak Wealth
477
SteelPeak Wealth
California
$252K +$222 +2 +0.1%
FA
478
Flagstar Advisors
New York
$252K +$239K +2,146 New
FP
479
Financial Perspectives
Minnesota
$250K +$4.78K +43 +2%
AFG
480
Albion Financial Group
Utah
$249K -$17.1K -154 -7%
CF
481
Convergence Financial
Missouri
$248K -$37.7K -339 -14%
EPA
482
Element Pointe Advisors
Florida
$246K – – –
HWP
483
Hibernia Wealth Partners
Louisiana
$245K -$3.34K -30 -1%
IIM
484
InTrack Investment Management
Vermont
$243K -$22.2K -200 -9%
Ethic Inc
485
Ethic Inc
New York
$240K +$228K +2,050 New
CWM
486
Connecticut Wealth Management
Connecticut
$240K +$5.12K +46 +2%
BWP
487
Bernardo Wealth Planning
Pennsylvania
$240K – – –
SGI
488
Summit Global Investments
Utah
$236K – – –
SignatureFD
489
SignatureFD
Georgia
$234K +$98.8K +888 +80%
RIA
490
Regal Investment Advisors
Michigan
$233K -$81.1K -729 -27%
CWM
491
Centurion Wealth Management
Virginia
$233K – – –
KeyBank National Association
492
KeyBank National Association
Ohio
$232K -$4K -36 -2%
SDWIA
493
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$229K – – –
BWM
494
Boyd Wealth Management
California
$229K +$217K +1,951 New
SIA
495
Soltis Investment Advisors
Utah
$226K +$214K +1,926 New
LCM
496
Leisure Capital Management
California
$226K – – –
Pinnacle Associates
497
Pinnacle Associates
New York
$222K +$211K +1,895 New
Bleakley Financial Group
498
Bleakley Financial Group
New Jersey
$219K +$207K +1,865 New
Simplicity Wealth
499
Simplicity Wealth
New Jersey
$219K +$207K +1,865 New
FTDI
500
First Trust Direct Indexing
Massachusetts
$218K +$207K +1,858 New