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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
626
Journey Advisory Group
Kentucky
$779K +$62.5K +944 +9%
SFG
627
StrategIQ Financial Group
Indiana
$777K +$265 +4 +0%
PSF
628
Pacific Sun Financial
California
$777K +$88K +1,330 +12%
CB
629
Community Bank
New York
$772K +$43.6K +659 +5%
WWM
630
Windsor Wealth Management
Indiana
$768K +$61.1K +924 +8%
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K – – –
BBHC
632
Brown Brothers Harriman & Co
New York
$761K – – –
TFO
633
Tarbox Family Office
California
$761K +$529 +8 +0.1%
IIC
634
Integrated Investment Consultants
Michigan
$756K +$107K +1,623 +15%
YIH
635
Y-Intercept (HK)
Hong Kong
$754K +$827K +12,499 New
KJWM
636
Kiley Juergens Wealth Management
Washington
$750K +$822K +12,428 New
FNT
637
First National Trust
Pennsylvania
$748K -$17K -257 -2%
GPFA
638
Game Plan Financial Advisors
Ohio
$741K -$10.6K -160 -1%
AWA
639
Alta Wealth Advisors
Massachusetts
$740K -$7.15K -108 -0.9%
FCC
640
Florin Court Capital
United Kingdom
$739K -$7.47M -112,900 -90%
4WM
641
4J Wealth Management
Virginia
$736K -$68.4K -1,034 -8%
Bessemer Group
642
Bessemer Group
New Jersey
$731K -$489K -7,396 -38%
CA
643
Claro Advisors
Massachusetts
$728K +$276K +4,169 +53%
CIAS
644
CFS Investment Advisory Services
New Jersey
$727K +$797K +12,039 New
DC
645
Davenport & Co
Virginia
$726K -$54.2K -819 -6%
CA
646
Calton & Associates
Florida
$723K -$1.4M -21,103 -64%
MPM
647
Meritage Portfolio Management
Kansas
$723K – – –
CGFA
648
Colton Groome Financial Advisors
North Carolina
$721K +$173K +2,611 +28%
SWM
649
SeaCrest Wealth Management
New York
$718K -$57.2K -865 -7%
RWP
650
RWA Wealth Partners
Massachusetts
$716K +$785K +11,858 New