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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
526
Joel Isaacson & Co
New York
$279K +$25.4K +184 +9%
CWM
527
Centurion Wealth Management
Virginia
$276K
CWM
528
Congress Wealth Management
Massachusetts
$273K +$295K +2,131 New
DAS
529
Diversify Advisory Services
Utah
$269K -$596K -4,309 -68%
AWM
530
Axxcess Wealth Management
California
$268K +$27.9K +202 +11%
CRI
531
Colonial River Investments
Virginia
$268K +$27.9K +202 +11%
EPA
532
Element Pointe Advisors
Florida
$267K
SFC
533
Strategic Financial Concepts
Texas
$266K -$32.5K -235 -10%
S
534
SignatureFD
Georgia
$264K -$5.53K -40 -2%
FMN
535
Financial Management Network
California
$264K
BWP
536
Bernardo Wealth Planning
Pennsylvania
$262K +$2.07K +15 +0.7%
FP
537
Financial Perspectives
Minnesota
$262K -$3.18K -23 -1%
AFG
538
Albion Financial Group
Utah
$260K -$1.25K -9 -0.4%
APWA
539
Atlas Private Wealth Advisors
New Jersey
$259K -$7.74K -56 -3%
KeyBank National Association
540
KeyBank National Association
Ohio
$259K +$7.88K +57 +3%
ITIM
541
Indiana Trust & Investment Management
Indiana
$258K
SIA
542
Summit Investment Advisors
Maryland
$258K +$138 +1 +0.1%
KW
543
KWB Wealth
California
$258K -$14.2K -103 -5%
GA
544
Goldstein Advisors
Wisconsin
$256K -$18.1K -131 -6%
SGI
545
Summit Global Investments
Utah
$256K
CWA
546
Crux Wealth Advisors
California
$255K +$415 +3 +0.1%
CWM
547
Connecticut Wealth Management
Connecticut
$254K
CWM
548
Centricity Wealth Management
Ohio
$253K +$24.9K +180 +10%
UWM
549
USAdvisors Wealth Management
Minnesota
$251K +$274K +1,979 New
SDWIA
550
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$249K