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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
701
Wealthquest
Ohio
$415K +$384K +8,008 New
SBWM
702
Sunflower Bank Wealth Management
Arizona
$414K – – –
CWS
703
Cypress Wealth Services
California
$413K -$81.1K -1,692 -18%
GW
704
GW & Wade
Massachusetts
$408K +$192 +4 +0.1%
QCG
705
Quadrant Capital Group
Ohio
$402K -$152K -3,168 -29%
TA
706
Trellis Advisors
Washington
$400K – – –
FDS
707
Freedom Day Solutions
Texas
$396K +$4.79K +100 +1%
WTB
708
Washington Trust Bank
Washington
$395K -$33.2K -692 -8%
WF
709
Welch & Forbes
Massachusetts
$387K – – –
WEC
710
Winslow Evans & Crocker
Massachusetts
$382K +$213K +4,436 +151%
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$380K -$15.1K -316 -4%
JGC
712
J. Goldman & Co
New York
$379K -$3.87M -80,712 -92%
MCM
713
Murphy Capital Management
New Jersey
$378K – – –
AL
714
Aspiriant LLC
California
$375K – – –
SIC
715
Salem Investment Counselors
North Carolina
$374K – – –
FAM
716
Formidable Asset Management
Ohio
$374K +$332K +6,932 New
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$373K -$23K -480 -6%
MM
718
Meridian Management
Arkansas
$373K – – –
OPS
719
Orion Portfolio Solutions
Nebraska
$373K +$47.4K +988 +16%
BWM
720
BerganKDV Wealth Management
Minnesota
$373K +$174K +3,632 +102%
HT
721
Heritage Trust
Oklahoma
$372K +$1.92K +40 +0.6%
DWM
722
Darwin Wealth Management
Florida
$371K -$95.1K -1,984 -22%
Wealth Enhancement Advisory Services
723
Wealth Enhancement Advisory Services
Minnesota
$366K +$24.5K +512 +8%
IAA
724
Independent Advisor Alliance
North Carolina
$366K +$312K +6,500 New
AP
725
Advisor Partners
California
$365K -$5.18K -108 -2%