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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$879K +$67.8K +1,046 +9%
BJL
152
Brighton Jones LLC
Washington
$862K -$17.8K -274 -2%
IFG
153
Investors Financial Group
Minnesota
$841K +$806K +12,435 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$838K -$544K -8,392 -40%
OC
155
Oppenheimer & Co
New York
$806K +$527K +8,137 +215%
IA
156
IFG Advisory
Georgia
$791K -$36.1K -558 -5%
TPW
157
TL Private Wealth
Texas
$786K +$705K +10,884 New
CL
158
CIM LLC
New York
$770K +$130 +2 +0%
CB
159
Commerce Bank
Missouri
$761K +$137K +2,118 +23%
ASN
160
Advisory Services Network
Georgia
$731K +$8.36K +129 +1%
DADC
161
D.A. Davidson & Co
Montana
$677K -$25.9K -400 -4%
Westfield Capital Management
162
Westfield Capital Management
Massachusetts
$677K +$648K +10,003 New
MCA
163
Magnolia Capital Advisors
Mississippi
$665K +$637K +9,838 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$659K -$63.2K -976 -9%
UWPG
165
Ullmann Wealth Partners Group
Florida
$654K +$259 +4 +0%
BAAM
166
Baker Avenue Asset Management
California
$642K -$54.5K -841 -8%
GBBWRPM
167
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$597K +$203K +3,126 +55%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$593K -$3.04K -47 -0.5%
AMG
169
Asset Management Group
Connecticut
$593K +$1.94K +30 +0.3%
WC
170
Weil Company
California
$588K +$563K +8,686 New
WT
171
Whittier Trust
California
$586K
XF
172
XML Financial
Maryland
$554K +$530K +8,185 New
9WM
173
9258 Wealth Management
Ohio
$549K +$526K +8,116 New
BWA
174
Burt Wealth Advisors
Maryland
$531K
NWP
175
Northstar Wealth Partners
Connecticut
$521K -$45.2K -697 -8%