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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
126
Financial Advocates Investment Management
Washington
$684K -$630K -11,110 -46%
BRWA
127
B. Riley Wealth Advisors
Florida
$669K +$86.3K +1,522 +14%
BJL
128
Brighton Jones LLC
Washington
$663K +$3.29K +58 +0.5%
MCG
129
MACRO Consulting Group
New Jersey
$616K +$663K +11,703 New
SWM
130
Sequoia Wealth Management
Illinois
$590K -$204K -3,590 -24%
M&T Bank
131
M&T Bank
New York
$588K +$633K +11,165 New
BAAM
132
Baker Avenue Asset Management
California
$576K -$139K -2,450 -18%
CL
133
CIM LLC
New York
$573K +$52.9K +933 +9%
FIA
134
Foundations Investment Advisors
Arizona
$558K +$551K +9,719 New
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$515K -$6.41K -113 -1%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$512K +$152K +2,681 +38%
Creative Planning
137
Creative Planning
Kansas
$507K +$288K +5,075 +112%
SB
138
Suntrust Banks
Georgia
$480K +$9.81K +173 +2%
HB
139
Homrich & Berg
Georgia
$473K +$509K +8,981 New
WT
140
Whittier Trust
California
$457K
AMG
141
Asset Management Group
Connecticut
$457K +$3.12K +55 +0.6%
BPWA
142
Beacon Pointe Wealth Advisors
California
$447K +$480K +8,468 New
PA
143
PFG Advisors
Arizona
$425K +$53.9K +950 +15%
SFS
144
Sowell Financial Services
Arkansas
$422K +$454K +8,003 New
BWA
145
Burt Wealth Advisors
Maryland
$417K
NF
146
Nikulski Financial
Iowa
$399K -$35.4K -625 -8%
VFA
147
Voya Financial Advisors
Connecticut
$382K -$45.2K -798 -10%
AFM
148
Andesa Financial Management
Pennsylvania
$374K +$403K +7,102 New
IFAM
149
Institutional & Family Asset Management
Colorado
$359K
CB
150
Commerce Bank
Missouri
$355K +$194K +3,420 +103%