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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
526
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$201K +1,686 New
RRA
527
Round Rock Advisors
Connecticut
$209K +$195K +1,636 New
CA
528
Continuum Advisory
Idaho
$207K +$194K +1,624 New
SI
529
Stephens Inc
Arkansas
$206K +$193K +1,614 New
EWM
530
Elevatus Welath Management
New York
$204K +$191K +1,604 New
WAM
531
Weatherly Asset Management
California
$204K +$191K +1,602 New
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$204K
MIA
533
MainStreet Investment Advisors
Illinois
$204K +$191K +1,600 New
AWM
534
Apollon Wealth Management
South Carolina
$203K -$264K -2,213 -58%
KLI
535
Kelman-Lazarov Inc
Tennessee
$202K +$189K +1,588 New
PWP
536
Private Wealth Partners
California
$202K +$189K +1,588 New
CCA
537
Cobblestone Capital Advisors
New York
$202K +$189K +1,586 New
STA
538
Summit Trail Advisors
New York
$202K +$189K +1,584 New
GCWM
539
Graham Capital Wealth Management
District of Columbia
$202K +$189K +1,583 New
VCA
540
Verdence Capital Advisors
Maryland
$202K +$189K +1,582 New
CAG
541
Csenge Advisory Group
Florida
$201K -$3.25M -27,237 -95%
RIA
542
Regal Investment Advisors
Michigan
$201K -$49K -411 -21%
AC
543
Abbrea Capital
California
$201K +$188K +1,580 New
ACM
544
Advisors Capital Management
New Jersey
$200K +$187K +1,570 New
CA
545
Centerpoint Advisors
Massachusetts
$195K
DIP
546
DT Investment Partners
Pennsylvania
$195K
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$192K -$29.3K -246 -14%
BC
548
Barrett & Company
Rhode Island
$192K +$119 +1 +0.1%
SMA
549
Sage Mountain Advisors
Georgia
$189K
TIM
550
Tortoise Investment Management
New York
$183K