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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
526
Pathway Financial Advisors
Vermont
$1.78M +$1.87M +23,251 New
MSA
527
Marino Stram & Associates
Massachusetts
$1.78M +$20.3K +252 +1%
SFG
528
Summit Financial Group
West Virginia
$1.77M – – –
CWA
529
Consilio Wealth Advisors
Washington
$1.72M +$1.66M +20,551 New
SF
530
SBK Financial
Virginia
$1.71M +$1.65M +20,480 New
PAM
531
PVG Asset Management
Colorado
$1.71M +$392K +4,869 +31%
FFM
532
Forum Financial Management
Illinois
$1.7M +$1.64M +20,322 New
FNBTCON
533
First National Bank & Trust Co of Newtown
Pennsylvania
$1.7M +$967 +12 +0.1%
TPWA
534
TRUE Private Wealth Advisors
Oregon
$1.69M -$562K -6,974 -26%
RIA
535
Regal Investment Advisors
Michigan
$1.69M +$133K +1,649 +9%
HCP
536
Holt Capital Partners
Texas
$1.69M – – –
NSB
537
Norway Savings Bank
Maine
$1.67M +$32.5K +404 +2%
Wealth Enhancement Advisory Services
538
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$62.8K +780 +4%
CW
539
CreativeOne Wealth
Kansas
$1.67M -$1.68M -20,813 -51%
Bessemer Group
540
Bessemer Group
New Jersey
$1.66M -$346K -4,294 -18%
KIG
541
Kessler Investment Group
Indiana
$1.66M -$65.7K -815 -4%
BFO
542
Boston Family Office
Massachusetts
$1.65M – – –
CC
543
Cadinha & Co
Hawaii
$1.65M -$265K -3,292 -14%
CWM
544
Cornerstone Wealth Management
Missouri
$1.65M +$184K +2,281 +13%
MW
545
Milestone Wealth
New York
$1.62M +$1.56M +19,407 New
CWC
546
Carolinas Wealth Consulting
North Carolina
$1.61M +$1.77K +22 +0.1%
CA
547
CoreCap Advisors
Michigan
$1.61M +$1.55M +19,246 New
CA
548
Cornerstone Advisory
Maryland
$1.61M -$43.3K -538 -3%
MFW
549
Meristem Family Wealth
Minnesota
$1.6M – – –
PPW
550
PACK Private Wealth
Minnesota
$1.58M +$1.53M +18,940 New