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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
526
Alteri Wealth
California
$293K +$288K +2,100 New
EPA
527
Element Pointe Advisors
Florida
$292K – – –
APWA
528
Atlas Private Wealth Advisors
New Jersey
$292K – – –
FP
529
Financial Perspectives
Minnesota
$290K +$412 +3 +0.1%
AFG
530
Albion Financial Group
Utah
$286K -$4.12K -30 -1%
SIA
531
Summit Investment Advisors
Maryland
$285K +$268K +1,954 New
ITIM
532
Indiana Trust & Investment Management
Indiana
$283K – – –
BWP
533
Bernardo Wealth Planning
Pennsylvania
$283K – – –
KFI
534
Key Financial Inc
Pennsylvania
$283K +$134K +977 +93%
IIC
535
Integrated Investment Consultants
Michigan
$282K +$278K +2,024 New
SGI
536
Summit Global Investments
Utah
$281K – – –
JIC
537
Joel Isaacson & Co
New York
$281K +$1.78K +13 +0.6%
SF
538
Synovus Financial
Georgia
$281K -$5.35K -39 -2%
CWA
539
Crux Wealth Advisors
California
$280K +$275K +2,007 New
CWM
540
Connecticut Wealth Management
Connecticut
$279K – – –
CWM
541
Centurion Wealth Management
Virginia
$276K – – –
IIM
542
InTrack Investment Management
Vermont
$276K – – –
KeyBank National Association
543
KeyBank National Association
Ohio
$276K +$22.6K +165 +9%
AT
544
American Trust
Kentucky
$275K +$271K +1,975 New
QCM
545
QRG Capital Management
Illinois
$274K +$16.9K +123 +7%
SDWIA
546
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$273K – – –
SW
547
SteelPeak Wealth
California
$272K -$2.33K -17 -0.9%
IA
548
IFP Advisors
Florida
$271K +$73.4K +535 +38%
LCM
549
Leisure Capital Management
California
$268K – – –
AWM
550
Axxcess Wealth Management
California
$265K -$6.86K -50 -3%