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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
376
Blue Bell Private Wealth Management
Pennsylvania
$280K -$23.7K -816 -8%
CPO
377
Cerity Partners OCIO
New York
$275K +$232 +8 +0.1%
BFG
378
Beacon Financial Group
Texas
$274K
SWM
379
SVA Wealth Management
Wisconsin
$270K -$9.4K -324 -3%
KT
380
Kanaly Trust
Texas
$268K -$31.8K -1,096 -11%
WA1
381
Wimmer Associates 1
California
$266K +$265K +9,120 New
HCM
382
Hollencrest Capital Management
California
$261K
FMWA
383
Forvis Mazars Wealth Advisors
Missouri
$261K +$260K +8,948 New
SC
384
Savant Capital
Illinois
$260K +$12.7K +436 +5%
DIS
385
Diversified Investment Strategies
Louisiana
$256K
HCM
386
Harvey Capital Management
Florida
$256K
AFP
387
Ausdal Financial Partners
Iowa
$254K -$13.9K -480 -5%
PFM
388
Parsec Financial Management
North Carolina
$253K +$252K +8,688 New
GS
389
Girard Securities
California
$252K -$28.8K -992 -10%
FPIS
390
Financial Planning & Information Services
Wisconsin
$247K
KSA
391
Ken Stern & Associates
California
$246K
AC
392
Alexandria Capital
Virginia
$242K
FAT
393
First American Trust
California
$242K
WSTAM
394
Wilbanks Smith & Thomas Asset Management
Virginia
$241K -$173K -5,952 -42%
SWP
395
Stratos Wealth Partners
Ohio
$241K -$98.8K -3,404 -29%
AC
396
Addison Capital
Pennsylvania
$237K
CTA
397
Chesley Taft & Associates
Illinois
$236K
PL
398
Parthenon LLC
Kentucky
$235K
BIM
399
Bridges Investment Management
Nebraska
$233K
HSBC Holdings
400
HSBC Holdings
United Kingdom
$233K