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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
BDO Wealth Advisors
Florida
$73K -$1.75K -31 -2%
PO
177
Private Ocean
California
$73K – – –
AF
178
Advisornet Financial
Minnesota
$69K – – –
KJWM
179
Kiley Juergens Wealth Management
Washington
$58K +$58K +1,027 New
MFW
180
Mosaic Family Wealth
Missouri
$55K -$36.6K -648 -40%
GWM
181
Geneos Wealth Management
Colorado
$55K -$1.13K -20 -2%
CB
182
CNB Bank
Pennsylvania
$55K +$54.4K +963 New
TFS
183
TrustCore Financial Services
Tennessee
$52K – – –
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K +$14.1K +250 +43%
SFSIG
185
San Francisco Sentry Investment Group
California
$40K -$4.52K -80 -10%
PA
186
Parallel Advisors
California
$40K -$1.58K -28 -4%
LGWM
187
Litman Gregory Wealth Management
California
$40K – – –
CFD
188
Creative Financial Designs
Indiana
$36K – – –
TL
189
TrueWealth LLC
Georgia
$36K +$35.7K +631 New
FFW
190
Fusion Family Wealth
New York
$33K – – –
FEG
191
Financial Enhancement Group
Indiana
$30K – – –
BA
192
Ballew Advisors
Mississippi
$29K +$3.84K +68 +15%
PMFA
193
Plante Moran Financial Advisors
Michigan
$27K -$1.3K -23 -5%
B
194
Bridgeworth
Alabama
$23K +$23.6K +417 New
RFC
195
Regions Financial Corp
Alabama
$21K +$21K +371 New
BCA
196
Bay Colony Advisors
Massachusetts
$20K +$20.1K +356 New
BL
197
Balentine LLC
Georgia
$18K +$17.5K +310 New
FRA
198
Front Row Advisors
California
$17K – – –
SEI Investments
199
SEI Investments
Pennsylvania
$16K +$15.8K +280 New
LWA
200
Lenox Wealth Advisors
New York
$12K +$12.3K +218 New