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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
676
Aaron Wealth Advisors
Illinois
$702K – – –
DI
677
Disciplined Investments
Oklahoma
$701K -$170K -2,786 -20%
SHA
678
Seneca House Advisors
Virginia
$700K +$306 +5 +0%
SIC
679
Sigma Investment Counselors
Michigan
$694K – – –
CWP
680
CFM Wealth Partners
Texas
$691K -$132K -2,166 -17%
FCA
681
Fortis Capital Advisors
Kansas
$690K -$33.6K -550 -5%
FWCM
682
Ferguson Wellman Capital Management
Oregon
$690K -$19.9K -325 -3%
ACIM
683
Azimuth Capital Investment Management
Michigan
$690K -$8.52M -139,449 -93%
FNT
684
First National Trust
Pennsylvania
$689K -$54.3K -889 -8%
AWM
685
Atticus Wealth Management
Florida
$680K -$487K -7,971 -43%
AWM
686
Aprio Wealth Management
Georgia
$679K -$5.5K -90 -0.8%
4WM
687
4J Wealth Management
Virginia
$677K -$58.7K -960 -8%
JIC
688
Joel Isaacson & Co
New York
$676K +$611 +10 +0.1%
HR
689
Hardy Reed
Mississippi
$672K -$60.9K -997 -9%
SWM
690
Stockman Wealth Management
Montana
$669K – – –
EWM
691
Empirical Wealth Management
Washington
$667K +$252K +4,120 +65%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$662K -$18.9K -309 -3%
AIA
693
Arbor Investment Advisors
North Carolina
$659K – – –
MA
694
MONECO Advisors
Connecticut
$657K +$7.09K +116 +1%
SKK
695
Shepherd Kaplan Krochuk
Massachusetts
$657K +$4.03K +66 +0.6%
MA
696
MCF Advisors
Kentucky
$656K – – –
SVWAG
697
Sound View Wealth Advisors Group
Georgia
$656K -$75.7K -1,238 -11%
BHWM
698
Bar Harbor Wealth Management
New Hampshire
$654K -$61.1K -1,000 -9%
SWA
699
Sutton Wealth Advisors
Florida
$646K – – –
CPIG
700
Chicago Partners Investment Group
Illinois
$642K -$44.4K -727 -7%