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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
626
Cobblestone Capital Advisors
New York
$245K – – –
GAA
627
Global Assets Advisory
Florida
$243K +$232K +1,479 New
AC
628
AWM Capital
Arizona
$243K +$1.26K +8 +0.5%
FWM
629
Fingerlakes Wealth Management
New York
$242K +$15.1K +96 +7%
MA
630
MKT Advisors
California
$242K – – –
CFSG
631
Community Financial Services Group
Vermont
$241K – – –
BCA
632
Bay Colony Advisors
Massachusetts
$240K +$229K +1,460 New
AFA
633
Antonelli Financial Advisors
Michigan
$239K – – –
VWA
634
VSM Wealth Advisory
Maryland
$239K – – –
AWE
635
Avidian Wealth Enterprises
Texas
$238K +$314 +2 +0.1%
MAS
636
Meeder Advisory Services
Ohio
$238K +$227K +1,444 New
FWP
637
Falcon Wealth Planning
California
$237K – – –
TIM
638
Tortoise Investment Management
New York
$237K – – –
KFGG
639
Keystone Financial Group (Georgia)
Georgia
$235K +$314 +2 +0.1%
BHWM
640
Bar Harbor Wealth Management
New Hampshire
$233K – – –
DAS
641
Dynamic Advisor Solutions
Arizona
$233K +$10.7K +68 +5%
IIM
642
InTrack Investment Management
Vermont
$232K – – –
Qube Research & Technologies (QRT)
643
Qube Research & Technologies (QRT)
United Kingdom
$232K +$72.1K +459 +48%
NHFG
644
New Harbor Financial Group
Massachusetts
$230K +$220K +1,400 New
BA
645
Ballast Advisors
Minnesota
$229K – – –
FFN
646
Focus Financial Network
Minnesota
$227K +$217K +1,379 New
ESB
647
Essex Savings Bank
Connecticut
$226K -$3.14K -20 -1%
RPGK
648
Retirement Planning Group (Kansas)
Kansas
$225K +$214K +1,365 New
AFG
649
ABLE Financial Group
Arizona
$224K – – –
VV
650
Verity & Verity
South Carolina
$223K – – –