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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
Sovereign Investment Advisors
Arizona
$5.22M +$5.18M +42,316 New
IWM
527
IHT Wealth Management
Illinois
$5.2M -$209K -1,710 -4%
GM
528
GeoWealth Management
Illinois
$5.19M -$3.07M -25,047 -37%
WP
529
Wealthspan Partners
Iowa
$5.18M -$10.2K -83 -0.2%
CAM
530
Concorde Asset Management
Michigan
$5.17M +$221K +1,802 +4%
KWA
531
Kingswood Wealth Advisors
California
$5.17M +$2.15M +17,546 +72%
CPG
532
Cornerstone Planning Group
New Jersey
$5.16M +$364K +2,975 +8%
MWA
533
Meridian Wealth Advisors
Texas
$5.15M +$6.98K +57 +0.1%
AWE
534
Avidian Wealth Enterprises
Texas
$5.15M -$448K -3,661 -8%
HIA
535
Harbor Investment Advisory
Maryland
$5.1M +$545K +4,451 +12%
MYIA
536
Mount Yale Investment Advisors
Colorado
$5.1M +$4.34M +35,436 +600%
AMG
537
Asset Management Group
Connecticut
$5.09M -$75K -613 -1%
MFC
538
Morris Financial Concepts
South Carolina
$5.08M -$147K -1,199 -3%
BEI
539
Benjamin Edwards Inc
Missouri
$5.04M +$1.03M +8,444 +26%
NL
540
NWAM LLC
Washington
$5.04M -$1.88M -15,372 -28%
FA
541
Faithward Advisors
Pennsylvania
$5.01M +$164K +1,337 +3%
DWT
542
Dorsey & Whitney Trust
South Dakota
$4.96M
MG
543
Mather Group
Illinois
$4.92M +$113K +920 +2%
HNH
544
Hopwood Nicholas Hunter
$4.9M +$4.87M +39,755 New
VWM
545
Valley Wealth Managers
New Jersey
$4.9M -$204K -1,668 -4%
IAS
546
Integrity Advisory Solutions
Texas
$4.83M +$695K +5,681 +17%
KWM
547
Kingsview Wealth Management
Oregon
$4.81M +$600K +4,899 +14%
DWP
548
Daymark Wealth Partners
Ohio
$4.8M -$183K -1,497 -4%
GT
549
Glenview Trust
Kentucky
$4.79M -$164K -1,336 -3%
GLLW
550
Graves Light Lenhart Wealth
Virginia
$4.77M -$174K -1,419 -4%