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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
Ellevest Inc
New York
$444K -$11.7K -65 -3%
JIC
552
Joel Isaacson & Co
New York
$441K +$361 +2 +0.1%
NL
553
NWAM LLC
Washington
$441K -$407K -2,254 -49%
WJWM
554
Williams Jones Wealth Management
New York
$435K +$163K +901 +64%
PVM
555
Palogic Value Management
Texas
$433K +$416K +2,301 New
BHWA
556
Beacon Harbor Wealth Advisors
Virginia
$428K – – –
WA
557
Wealth Alliance
New York
$427K -$9.75K -54 -2%
Brown Advisory
558
Brown Advisory
Maryland
$424K – – –
CFS
559
Cannon Financial Strategists
Georgia
$423K +$5.42K +30 +1%
RP
560
Riverbridge Partners
Minnesota
$421K -$1.99K -11 -0.5%
FMN
561
Financial Management Network
California
$420K – – –
PFA
562
Providence Financial Advisors
Kansas
$414K – – –
FLFS
563
Family Legacy Financial Solutions
North Carolina
$411K -$12.1K -67 -3%
KeyBank National Association
564
KeyBank National Association
Ohio
$410K +$29.4K +163 +8%
GG
565
Greenwood Gearhart
Arkansas
$408K -$47K -260 -11%
CWM
566
Centurion Wealth Management
Virginia
$407K – – –
SCM
567
Seascape Capital Management
New Hampshire
$407K -$6.68K -37 -2%
MCM
568
M1 Capital Management
Michigan
$402K -$71K -393 -16%
CA
569
Continuum Advisory
Idaho
$400K -$2.89K -16 -0.7%
CGA
570
Crescent Grove Advisors
Illinois
$397K -$181 -1 -0%
JHC
571
J. Hagan Capital
Kentucky
$396K +$14.5K +80 +4%
CFSG
572
Community Financial Services Group
Vermont
$393K -$5.42K -30 -1%
FP
573
Financial Perspectives
Minnesota
$390K +$361 +2 +0.1%
SDWIA
574
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$389K +$19.7K +109 +6%
SGI
575
Summit Global Investments
Utah
$389K -$11.7K -65 -3%