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iShares Core S&P US Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$1.16M +$910K +8,755 +387%
CHJWM
202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$9.25K -89 -0.8%
BCI
203
Brinker Capital Investments
Pennsylvania
$1.14M -$224K -2,155 -17%
Prudential Financial
204
Prudential Financial
New Jersey
$1.13M +$90.6K +872 +9%
HSWM
205
Hubbell Strickland Wealth Management
Louisiana
$1.09M +$5.4K +52 +0.5%
CPIA
206
Cornell Pochily Investment Advisors
New York
$1.07M +$41.2K +397 +4%
GIA
207
Gladstone Institutional Advisory
Florida
$1.03M +$402K +3,866 +66%
UWPG
208
Ullmann Wealth Partners Group
Florida
$1.01M +$104 +1 +0%
NF
209
Nikulski Financial
Iowa
$993K +$102K +980 +12%
TPW
210
TL Private Wealth
Texas
$985K +$47.7K +459 +5%
WMP
211
Wealth Management Partners
Arizona
$967K – – –
Lido Advisors
212
Lido Advisors
California
$962K -$113K -1,087 -11%
SFMG
213
Sage Financial Management Group
Virginia
$956K – – –
WT
214
Whittier Trust
California
$916K – – –
ASBI
215
American State Bank (Iowa)
Iowa
$900K -$25.5K -245 -3%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$898K +$70.5K +679 +9%
KPCM
217
Kings Point Capital Management
New York
$894K – – –
CL
218
CIM LLC
New York
$888K -$53K -510 -5%
Nomura Asset Management
219
Nomura Asset Management
Japan
$876K -$420K -4,043 -33%
XF
220
XML Financial
Maryland
$873K – – –
AL
221
Aspiriant LLC
California
$872K -$30.5K -294 -3%
VFIC
222
Valley Forge Investment Consultants
Pennsylvania
$871K – – –
AFM
223
Andesa Financial Management
Pennsylvania
$847K +$832K +8,012 New
MGIA
224
Moneta Group Investment Advisors
Missouri
$834K +$623 +6 +0.1%
AMG
225
Asset Management Group
Connecticut
$825K -$8.21K -79 -1%