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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
651
Optivise Advisory Services
Tennessee
$2.2M +$2.05M +23,803 New
MWA
652
Meridian Wealth Advisors
Texas
$2.2M +$1.64K +19 +0.1%
FCFC
653
First Commonwealth Financial Corp
Pennsylvania
$2.19M +$923K +10,712 +82%
PCH
654
PGIM Custom Harvest
New Jersey
$2.18M +$209K +2,422 +11%
LA
655
Lane & Associates
New Jersey
$2.18M +$129K +1,492 +7%
WFA
656
Woodward Financial Advisors
North Carolina
$2.18M -$31.6K -366 -2%
LL
657
LPWM LLC
Minnesota
$2.18M +$16.6K +193 +0.9%
CFD
658
Creative Financial Designs
Indiana
$2.17M +$1.26M +14,588 +164%
KF
659
Krilogy Financial
Missouri
$2.17M -$211K -2,452 -9%
SIA
660
Schechter Investment Advisors
Michigan
$2.17M -$397K -4,600 -16%
KFAA
661
Klaas Financial Asset Advisors
Illinois
$2.16M -$32.2K -373 -2%
RWM
662
Rockwood Wealth Management
Pennsylvania
$2.16M +$2.01M +23,295 New
EWA
663
EverSource Wealth Advisors
Alabama
$2.15M +$654K +7,591 +48%
HSA
664
HBK Sorce Advisory
Pennsylvania
$2.13M -$80.2K -930 -4%
CPA
665
Capital Performance Advisors
California
$2.13M +$1.72K +20 +0.1%
RCM
666
Raleigh Capital Management
North Carolina
$2.12M +$685K +7,944 +53%
CWM
667
CCG Wealth Management
California
$2.12M -$40.3K -468 -2%
AA
668
Alesco Advisors
New York
$2.1M – – –
Bessemer Group
669
Bessemer Group
New Jersey
$2.08M – – –
QCG
670
Quadrant Capital Group
Ohio
$2.08M – – –
AF
671
Alerus Financial
North Dakota
$2.08M – – –
FFM
672
Forum Financial Management
Illinois
$2.05M +$36K +418 +2%
BP
673
Ballentine Partners
Massachusetts
$2.04M -$38.5K -447 -2%
MG
674
Mather Group
Illinois
$2.04M +$680K +7,890 +48%
FEM
675
Fulcrum Equity Management
Texas
$2.04M +$1.9M +22,026 New