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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Smartleaf Asset Management
Massachusetts
$5.8M +$3.63M +29,637 +173%
HPM
502
Hoxton Planning & Management
West Virginia
$5.79M -$10.3K -84 -0.2%
AWA
503
A4 Wealth Advisors
North Carolina
$5.77M +$2.38M +19,484 +71%
SFS
504
Sowell Financial Services
Arkansas
$5.77M +$55.9K +457 +1%
YAIA
505
Yanni & Associates Investment Advisors
Pennsylvania
$5.73M +$5.69M +46,496 New
JMNC
506
J. Mark Nickell & Co
Tennessee
$5.66M +$5.62M +45,928 New
KFA
507
Kapstone Financial Advisors
Ohio
$5.59M +$125K +1,024 +2%
RWS
508
Resolute Wealth Strategies
Mississippi
$5.56M +$2.2K +18 +0%
DWA
509
Davis Wealth Advisors
New Hampshire
$5.55M +$5.51M +44,994 New
PA
510
PFG Advisors
Arizona
$5.53M +$1.04M +8,462 +23%
WPC
511
Waters Parkerson & Co
Louisiana
$5.52M
DT
512
Diversified Trust
Tennessee
$5.5M +$245K +2,004 +5%
TNB
513
Thomasville National Bank
Georgia
$5.48M -$36.5K -298 -0.7%
RWRC
514
R.W. Roge & Company
New York
$5.46M -$72.7K -594 -1%
BCWM
515
Bartlett & Co Wealth Management
Ohio
$5.46M +$94.2K +770 +2%
NFG
516
Nations Financial Group
Iowa
$5.43M +$350K +2,863 +7%
OFG
517
Oxford Financial Group
Indiana
$5.4M +$432K +3,533 +9%
WAG
518
Winthrop Advisory Group
Massachusetts
$5.4M -$76.7K -627 -1%
FRA
519
FFG Retirement Advisors
Colorado
$5.34M +$95.7K +782 +2%
BIM
520
Bridges Investment Management
Nebraska
$5.33M -$417K -3,405 -7%
KL
521
Keenan LLC
Massachusetts
$5.3M +$5.26M +42,978 New
Calamos Advisors
522
Calamos Advisors
Illinois
$5.26M +$99.7K +815 +2%
GWAM
523
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.26M -$553K -4,517 -10%
TF
524
Theory Financial
Colorado
$5.25M +$109K +887 +2%
RWS
525
Retirement Wealth Solutions
Wisconsin
$5.23M +$286K +2,334 +6%