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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
Basecamp Wealth Advisors
Washington
$222K +$236K +1,432 New
SAG
677
SageView Advisory Group
California
$222K +$6.25K +38 +3%
AWE
678
Avidian Wealth Enterprises
Texas
$221K -$3.29K -20 -1%
TCM
679
Traynor Capital Management
Pennsylvania
$221K +$243K +1,479 New
BIG
680
Brooklyn Investment Group
New York
$220K +$8.56K +52 +4%
BHWM
681
Bar Harbor Wealth Management
New Hampshire
$220K – – –
WJWM
682
Williams Jones Wealth Management
New York
$219K +$233K +1,414 New
AssetMark Inc
683
AssetMark Inc
California
$219K -$290K -1,762 -56%
IIM
684
InTrack Investment Management
Vermont
$219K – – –
CIA
685
Capital Investment Advisors
Georgia
$219K +$658 +4 +0.3%
RPGK
686
Retirement Planning Group (Kansas)
Kansas
$218K -$3.79K -23 -2%
CWG
687
Cornerstone Wealth Group
North Carolina
$218K – – –
UIM
688
Unified Investment Management
Georgia
$217K – – –
T
689
Tableaux
Massachusetts
$216K – – –
BA
690
Ballast Advisors
Minnesota
$216K – – –
PA
691
Pinnacle Associates
New York
$213K -$131K -795 -37%
CF
692
Centaurus Financial
California
$212K -$1.98K -12 -0.9%
AF
693
Abound Financial
California
$211K -$4.44K -27 -2%
VV
694
Verity & Verity
South Carolina
$210K – – –
PWP
695
Perfromance Wealth Partners
Illinois
$210K – – –
SFA
696
Seneca Financial Advisors
New York
$210K +$165 +1 +0.1%
PWM
697
Palacios Wealth Management
Florida
$209K +$194K +1,180 New
Chevy Chase Trust
698
Chevy Chase Trust
Maryland
$209K – – –
CFM
699
Cornerstone Financial Management
Massachusetts
$209K – – –
RAM
700
Redmond Asset Management
Virginia
$208K – – –