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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMO
276
Covenant Multifamily Offices
Texas
$2.88M -$443K -9,372 -12%
PWAG
277
Polaris Wealth Advisory Group
California
$2.86M +$3.27M +69,248 New
TWM
278
Tolleson Wealth Management
Texas
$2.83M – – –
Stratos Wealth Partners
279
Stratos Wealth Partners
Ohio
$2.81M +$429K +9,076 +15%
PWAP
280
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.79M +$232K +4,916 +9%
Montag & Associates
281
Montag & Associates
Georgia
$2.78M -$786K -16,612 -20%
Bailard
282
Bailard
California
$2.77M -$131K -2,768 -4%
PIMG
283
Patriot Investment Management Group
Tennessee
$2.74M -$31.6K -668 -1%
MWM
284
Mattern Wealth Management
Kansas
$2.73M -$272K -5,752 -8%
NAM
285
NTV Asset Management
West Virginia
$2.73M -$28.4K -600 -0.9%
LF
286
Lee Financial
Texas
$2.72M -$33.9K -716 -1%
Calamos Wealth Management
287
Calamos Wealth Management
Illinois
$2.72M -$840K -17,772 -21%
NewEdge Advisors
288
NewEdge Advisors
Louisiana
$2.71M -$20.1K -424 -0.6%
EIP
289
Ellis Investment Partners
Pennsylvania
$2.71M +$146K +3,084 +5%
Jane Street
290
Jane Street
New York
$2.67M +$3.06M +64,604 New
YWP
291
YorkBridge Wealth Partners
New York
$2.66M -$16.1K -340 -0.5%
NB
292
Northwest Bancshares
Pennsylvania
$2.65M – – –
FI
293
FormulaFolio Investments
Michigan
$2.64M -$7.79M -164,688 -72%
DBIA
294
Dumont & Blake Investment Advisors
New Jersey
$2.62M -$50.7K -1,072 -2%
AB
295
Atlas Brown
Kentucky
$2.61M -$7.95K -168 -0.3%
Buckingham Strategic Wealth
296
Buckingham Strategic Wealth
Missouri
$2.6M -$164K -3,460 -5%
BDF
297
Balasa Dinverno & Foltz
$2.59M -$62.8K -1,328 -2%
Brookstone Capital Management
298
Brookstone Capital Management
Illinois
$2.59M -$917K -19,388 -24%
Global Retirement Partners
299
Global Retirement Partners
California
$2.58M -$1.29M -27,360 -30%
AWP
300
Ascent Wealth Partners
New York
$2.58M +$424K +8,968 +17%