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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baron Wealth Management
Michigan
$2.47M -$162K -2,017 -6%
GWP
552
Gateway Wealth Partners
Wisconsin
$2.47M +$1.27M +15,838 +118%
VFA
553
Valeo Financial Advisors
Indiana
$2.46M +$102K +1,266 +4%
WA
554
WESPAC Advisors
California
$2.43M +$779K +9,698 +51%
SWA
555
Strategies Wealth Advisors
Michigan
$2.43M -$206K -2,567 -8%
CIS
556
Custom Index Systems
New York
$2.42M -$497K -6,191 -18%
TWM
557
Tolleson Wealth Management
Texas
$2.42M – – –
IA
558
IFG Advisory
Georgia
$2.42M +$1.48M +18,419 +181%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$2.41M +$18.2K +227 +0.8%
CB
560
Cadence Bank
Mississippi
$2.41M -$21K -261 -0.9%
PF
561
Prosperitas Financial
California
$2.39M +$55.1K +686 +2%
D
562
Dentgroup
Louisiana
$2.39M +$684K +8,512 +43%
IFWM
563
Institute for Wealth Management
Colorado
$2.39M -$102K -1,270 -4%
FWM
564
Fonville Wealth Management
Virginia
$2.37M -$38.4K -478 -2%
EAM
565
Evanson Asset Management
California
$2.37M +$80 +1 +0%
SIA
566
Schechter Investment Advisors
Michigan
$2.37M -$9.88K -123 -0.4%
TCWA
567
Turtle Creek Wealth Advisors
Texas
$2.36M – – –
SB
568
Strategic Blueprint
Georgia
$2.36M -$287K -3,572 -11%
RhumbLine Advisers
569
RhumbLine Advisers
Massachusetts
$2.35M – – –
CAC
570
Certified Advisory Corp
Florida
$2.35M -$3.13K -39 -0.1%
FNBSF
571
First National Bank Sioux Falls
South Dakota
$2.35M – – –
PFS
572
Prospera Financial Services
Texas
$2.34M +$123K +1,530 +6%
OPWM
573
Oxinas Partners Wealth Management
Indiana
$2.33M +$1.01M +12,548 +83%
PA
574
Procyon Advisors
Connecticut
$2.33M -$1.04M -12,991 -32%
ACM
575
Advisors Capital Management
New Jersey
$2.33M -$11.8K -147 -0.5%