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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
551
Squar Milner Financial Services
California
$262K +$238K +6,364 New
Calamos Advisors
552
Calamos Advisors
Illinois
$262K +$257K +6,872 New
HCM
553
Harvey Capital Management
Florida
$259K -$74.7K -2,000 -23%
PI
554
PHH Investments
Texas
$256K +$250K +6,704 New
YU
555
Yale University
Connecticut
$255K +$250K +6,688 New
PCA
556
Peddock Capital Advisors
Massachusetts
$252K -$6.58K -176 -3%
FCB
557
First Command Bank
Texas
$252K
FCFS
558
First Command Financial Services
Texas
$252K
LWA
559
Lenox Wealth Advisors
New York
$252K
VWM
560
Valley Wealth Managers
New Jersey
$251K +$246K +6,572 New
CIA
561
Capital Investment Advisors
Georgia
$250K +$1.5K +40 +0.6%
AC
562
Abbrea Capital
California
$244K
CA
563
Calton & Associates
Florida
$244K +$223K +5,980 New
OA
564
Opes Advisors
California
$244K +$239K +6,400 New
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$241K +$56.2K +1,504 +31%
RRWA
566
Rainey & Randall Wealth Advisors
Florida
$237K +$232K +6,208 New
MI
567
Moneywise Inc
Virginia
$233K +$598 +16 +0.3%
PL
568
Parthenon LLC
Kentucky
$232K
TAM
569
Tocqueville Asset Management
New York
$229K
BAM
570
Belpointe Asset Management
Nevada
$229K +$7.17K +192 +3%
LJAC
571
L.J. Altfest & Co
New York
$229K +$224K +6,000 New
SFSIG
572
San Francisco Sentry Investment Group
California
$226K -$28.4K -760 -11%
GIA
573
Guyasuta Investment Advisors
Pennsylvania
$226K
PA
574
Pinnacle Associates
New York
$220K -$14.9K -400 -7%
FWM
575
Frontier Wealth Management
Missouri
$215K -$365K -9,760 -63%