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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
626
AWM Capital
Arizona
$243K +$1.26K +8 +0.5%
FWM
627
Fingerlakes Wealth Management
New York
$242K +$15.1K +96 +7%
MA
628
MKT Advisors
California
$242K
CFSG
629
Community Financial Services Group
Vermont
$241K
BCA
630
Bay Colony Advisors
Massachusetts
$240K +$229K +1,460 New
AFA
631
Antonelli Financial Advisors
Michigan
$239K
VWA
632
VSM Wealth Advisory
Maryland
$239K
AWE
633
Avidian Wealth Enterprises
Texas
$238K +$314 +2 +0.1%
MAS
634
Meeder Advisory Services
Ohio
$238K +$227K +1,444 New
FWP
635
Falcon Wealth Planning
California
$237K
TIM
636
Tortoise Investment Management
New York
$237K
KFGG
637
Keystone Financial Group (Georgia)
Georgia
$235K +$314 +2 +0.1%
BHWM
638
Bar Harbor Wealth Management
New Hampshire
$233K
DAS
639
Dynamic Advisor Solutions
Arizona
$233K +$10.7K +68 +5%
IIM
640
InTrack Investment Management
Vermont
$232K
Qube Research & Technologies (QRT)
641
Qube Research & Technologies (QRT)
United Kingdom
$232K +$72.1K +459 +48%
NHFG
642
New Harbor Financial Group
Massachusetts
$230K +$220K +1,400 New
BA
643
Ballast Advisors
Minnesota
$229K
FFN
644
Focus Financial Network
Minnesota
$227K +$217K +1,379 New
ESB
645
Essex Savings Bank
Connecticut
$226K -$3.14K -20 -1%
RPGK
646
Retirement Planning Group (Kansas)
Kansas
$225K +$214K +1,365 New
AFG
647
ABLE Financial Group
Arizona
$224K
VV
648
Verity & Verity
South Carolina
$223K
PWP
649
Perfromance Wealth Partners
Illinois
$223K
Chevy Chase Trust
650
Chevy Chase Trust
Maryland
$222K -$79.8K -508 -27%