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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
601
Pathway Financial Advisors
Vermont
$3.32M +$393K +3,970 +15%
1CP
602
17 Capital Partners
Arizona
$3.32M -$898K -9,069 -23%
AWP
603
Axis Wealth Partners
Rhode Island
$3.31M -$223K -2,251 -7%
CIS
604
Custom Index Systems
New York
$3.31M +$4.36K +44 +0.1%
SIS
605
Sound Income Strategies
Florida
$3.3M -$184K -1,858 -6%
WIM
606
WealthPlan Investment Management
Nebraska
$3.29M +$1.04M +10,474 +54%
KWM
607
Kingsview Wealth Management
Oregon
$3.28M +$217K +2,193 +8%
Bessemer Group
608
Bessemer Group
New Jersey
$3.27M +$697K +7,047 +31%
CRI
609
Commonwealth Retirement Investments
Virginia
$3.25M -$271K -2,741 -8%
BW
610
Blalock Williams
Alabama
$3.23M -$99.4K -1,004 -3%
LIA
611
LifePlan Investment Advisors
North Carolina
$3.22M -$80.5K -813 -3%
KBFS
612
Kohmann Bosshard Financial Services
Ohio
$3.21M
EFS
613
Essex Financial Services
Connecticut
$3.21M +$145K +1,464 +5%
BWM
614
Baron Wealth Management
Michigan
$3.17M +$2.67K +27 +0.1%
ICP
615
Interchange Capital Partners
Pennsylvania
$3.15M -$191K -1,931 -6%
MWM
616
Mattern Wealth Management
Kansas
$3.15M -$10.7K -108 -0.4%
JFG
617
JMG Financial Group
Illinois
$3.08M +$103K +1,045 +4%
SPC
618
Spirepoint Private Client
Florida
$3.08M -$297K -3,000 -10%
RhumbLine Advisers
619
RhumbLine Advisers
Massachusetts
$3.07M
VWM
620
Venturi Wealth Management
Texas
$3.05M -$36.9K -373 -1%
C
621
Croban
Ohio
$3.04M -$240K -2,425 -8%
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$3.04M +$353K +3,564 +15%
PPC
623
Park Place Capital
Alabama
$3.03M -$1.7M -17,182 -38%
AB
624
Atlas Brown
Kentucky
$3.03M -$64.5K -652 -2%
WWC
625
Waypoint Wealth Counsel
Georgia
$3.02M +$10.2K +103 +0.4%