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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
676
Antonelli Financial Advisors
Michigan
$274K
MA
677
MKT Advisors
California
$273K
NEPWA
678
New England Private Wealth Advisors
Massachusetts
$273K +$361 +2 +0.1%
PFA
679
Pure Financial Advisors
California
$271K -$7.77K -43 -3%
TIM
680
Tortoise Investment Management
New York
$270K
KFGG
681
Keystone Financial Group (Georgia)
Georgia
$270K +$361 +2 +0.1%
MSR
682
Main Street Research
Connecticut
$270K +$259K +1,435 New
BWA
683
Basecamp Wealth Advisors
Washington
$269K
SAG
684
SageView Advisory Group
California
$269K +$361 +2 +0.1%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$267K
Nuveen
686
Nuveen
North Carolina
$267K +$256K +1,419 New
EFG
687
Ehrlich Financial Group
California
$267K -$13K -72 -5%
IIM
688
InTrack Investment Management
Vermont
$265K
EWA
689
EverSource Wealth Advisors
Alabama
$265K -$217K -1,202 -46%
SG
690
StoneX Group
New York
$265K -$98.4K -545 -28%
GKWIM
691
Gerber Kawasaki Wealth & Investment Management
California
$263K -$19K -105 -7%
UIM
692
Unified Investment Management
Georgia
$263K
BA
693
Ballast Advisors
Minnesota
$262K
PWP
694
Perfromance Wealth Partners
Illinois
$261K +$6.14K +34 +3%
SWA
695
Sax Wealth Advisors
New Jersey
$259K +$302K +1,671 New
PA
696
Pinnacle Associates
New York
$258K +$181 +1 +0.1%
Fisher Asset Management
697
Fisher Asset Management
Washington
$257K -$184K -1,018 -43%
CF
698
Centaurus Financial
California
$257K
FNT
699
First National Trust
Pennsylvania
$257K +$247K +1,366 New
CAM
700
Clark Asset Management
New Hampshire
$257K +$246K +1,364 New