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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mattern Wealth Management
Kansas
$3.09M -$102K -848 -3%
MFG
652
Magnus Financial Group
New York
$3.08M -$983K -8,174 -23%
FWA
653
FORM Wealth Advisors
Wisconsin
$3.07M -$128K -1,068 -4%
CCA
654
Coign Capital Advisors
Utah
$3.05M +$142K +1,177 +5%
HSA
655
HBK Sorce Advisory
Pennsylvania
$3.05M -$84.2K -700 -3%
HBW
656
Hazlett, Burt & Watson
West Virginia
$3.04M +$1.13M +9,437 +54%
JMA
657
J.M. Arbour
Maine
$3.03M +$201K +1,672 +7%
CFS
658
Commonwealth Financial Services
West Virginia
$3.03M -$986K -8,197 -23%
CIC
659
Carnegie Investment Counsel
Ohio
$3.02M -$511K -4,246 -14%
AWA
660
Asempa Wealth Advisors
Louisiana
$3M +$77K +640 +3%
CFA
661
Camarda Financial Advisors
Florida
$3M -$3.82M -31,766 -54%
DWML
662
Decker Wealth Management LLC
Tennessee
$2.99M – – –
CIA
663
Choate Investment Advisors
Massachusetts
$2.99M -$293K -2,433 -8%
RIS
664
Retirement Income Solutions
Michigan
$2.97M – – –
EFS
665
Essex Financial Services
Connecticut
$2.95M -$66.3K -551 -2%
ICP
666
Interchange Capital Partners
Pennsylvania
$2.94M +$502K +4,172 +15%
AAS
667
Asset Allocation Strategies
Michigan
$2.93M -$217K -1,805 -7%
YWM
668
Yukon Wealth Management
Kansas
$2.92M +$1.92K +16 +0.1%
FA
669
Fiduciary Alliance
South Carolina
$2.92M +$537K +4,468 +24%
AFG
670
Atomi Financial Group
New York
$2.92M +$2.53M +21,036 +440%
Fisher Asset Management
671
Fisher Asset Management
Washington
$2.9M +$5.65K +47 +0.2%
SDWMA
672
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M – – –
LL
673
LPWM LLC
Minnesota
$2.89M -$30.8K -256 -1%
KFI
674
Key Financial Inc
Pennsylvania
$2.89M – – –
CA
675
COFG Advisors
Illinois
$2.89M -$12K -100 -0.4%