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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
151
Burt Wealth Advisors
Maryland
$494K -$3.79K -60 -0.8%
HSWM
152
Hubbell Strickland Wealth Management
Louisiana
$488K +$491K +7,770 New
PA
153
PFG Advisors
Arizona
$450K +$4.81K +76 +1%
TSS
154
Two Sigma Securities
New York
$447K +$449K +7,108 New
IFAM
155
Institutional & Family Asset Management
Colorado
$432K +$29.8K +471 +7%
NF
156
Nikulski Financial
Iowa
$425K
EFS
157
Essex Financial Services
Connecticut
$415K +$124K +1,956 +42%
SFS
158
Sowell Financial Services
Arkansas
$414K +$416K +6,583 New
AWM
159
AE Wealth Management
Kansas
$402K +$91.5K +1,447 +29%
IA
160
IFP Advisors
Florida
$402K +$408K +6,449 New
Bank of New York Mellon
161
Bank of New York Mellon
New York
$393K +$58.9K +932 +18%
HFA
162
High Falls Advisors
New York
$391K
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$391K +$30.6K +484 +8%
PWA
164
Peterson Wealth Advisors
Utah
$375K +$1.45K +23 +0.4%
BFA
165
Beaumont Financial Advisors
Massachusetts
$375K +$34.5K +546 +10%
LRIA
166
Leonard Rickey Investment Advisors
Washington
$373K -$948 -15 -0.3%
MWA
167
Meridian Wealth Advisors
Texas
$370K
AF
168
Allworth Financial
California
$360K +$362K +5,732 New
GBBWRPM
169
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$358K +$98.6K +1,560 +38%
MWC
170
MKD Wealth Coaches
Michigan
$356K +$75.6K +1,196 +27%
SPIA
171
Steward Partners Investment Advisory
New York
$351K -$18.5K -292 -5%
MFG
172
MidWestOne Financial Group
Iowa
$349K +$8.28K +131 +2%
MA
173
Mutual Advisors
Nebraska
$348K +$190 +3 +0.1%
Cerity Partners
174
Cerity Partners
New York
$347K +$17.8K +282 +5%
PMFA
175
Plante Moran Financial Advisors
Michigan
$347K +$303K +4,790 +656%