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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
526
Marks Group Wealth Management
Minnesota
$668K
Prudential Financial
527
Prudential Financial
New Jersey
$663K +$284K +6,008 +60%
DSC
528
Duncker Streett & Co
Missouri
$661K -$55.4K -1,172 -7%
SWA
529
SFMG Wealth Advisors
Texas
$660K -$47.1K -996 -6%
MA
530
MONECO Advisors
Connecticut
$658K -$25.2K -532 -3%
RW
531
REDW Wealth
New Mexico
$658K
S
532
SignatureFD
Georgia
$655K -$34.2K -724 -4%
HCM
533
HMS Capital Management
Tennessee
$652K
IAIM
534
International Assets Investment Management
Florida
$651K +$746K +15,772 New
LWAC
535
Laurel Wealth Advisors (California)
California
$648K -$104K -2,200 -12%
FPGK
536
Financial Partners Group (Kansas)
Kansas
$646K -$7.95K -168 -1%
LHC
537
Little House Capital
Massachusetts
$637K -$104K -2,196 -12%
NDSI
538
Newman Dignan & Sheerar Inc
Rhode Island
$634K
CPA
539
Capital Planning Advisors
California
$630K
CWM
540
Cornerstone Wealth Management
Missouri
$629K -$231K -4,888 -24%
GPFA
541
Game Plan Financial Advisors
Ohio
$627K -$952K -20,140 -57%
PWM
542
Perigon Wealth Management
California
$627K -$238K -5,036 -26%
CS
543
Capital Square
Tennessee
$625K -$27K -572 -4%
MWM
544
Mission Wealth Management
California
$623K -$32.2K -680 -4%
SCM
545
SOL Capital Management
Maryland
$611K -$1.89K -40 -0.3%
KPCM
546
Kings Point Capital Management
New York
$605K -$140K -2,960 -17%
SBH
547
Segall Bryant & Hamill
Illinois
$602K +$71.5K +1,512 +12%
LFG
548
LifePlan Financial Group
Ohio
$600K +$17.8K +376 +3%
PCG
549
Private Capital Group
Connecticut
$599K -$131K -2,772 -16%
SFG
550
StrategIQ Financial Group
Indiana
$597K -$43.3K -916 -6%