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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$517K +$495K +7,646 New
PA
177
PFG Advisors
Arizona
$501K +$2.27K +35 +0.5%
BC
178
Brinker Capital
Pennsylvania
$470K +$135K +2,086 +43%
IFAM
179
Institutional & Family Asset Management
Colorado
$465K
HFG
180
Heron Financial Group
New York
$465K +$417K +6,438 New
EFS
181
Essex Financial Services
Connecticut
$464K +$16.6K +257 +4%
NCP
182
NexWave Capital Partners
New York
$458K +$439K +6,772 New
NF
183
Nikulski Financial
Iowa
$453K -$19.8K -305 -5%
MFG
184
MidWestOne Financial Group
Iowa
$440K +$62.3K +961 +17%
HSWM
185
Hubbell Strickland Wealth Management
Louisiana
$431K -$90.4K -1,395 -18%
PP
186
Patten & Patten
Tennessee
$430K +$412K +6,364 New
LRIA
187
Leonard Rickey Investment Advisors
Washington
$429K +$26.4K +407 +7%
CPIA
188
Cornell Pochily Investment Advisors
New York
$422K +$56.5K +872 +16%
HFA
189
High Falls Advisors
New York
$421K
RC
190
Rinet Company
Massachusetts
$419K +$100K +1,543 +33%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$407K +$129K +1,987 +49%
SL
192
Savior LLC
Massachusetts
$399K +$382K +5,893 New
MWA
193
Meridian Wealth Advisors
Texas
$395K -$3.24K -50 -0.8%
AF
194
Allworth Financial
California
$389K +$1.04K +16 +0.3%
MWC
195
MKD Wealth Coaches
Michigan
$387K +$4.6K +71 +1%
SPIA
196
Steward Partners Investment Advisory
New York
$387K +$8.75K +135 +2%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$383K -$37.5K -579 -9%
WI
198
WrapManager Inc
California
$377K +$361K +5,579 New
BFWA
199
Benchmark Financial Wealth Advisors
Florida
$372K +$17K +262 +5%
LFA
200
Legacy Financial Advisors
Kentucky
$370K -$712K -10,985 -67%