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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Paragon Advisors
Texas
$629K +$646K +10,764 New
AWM
702
Aprio Wealth Management
Georgia
$627K -$15.1K -252 -2%
CWM
703
Congress Wealth Management
Massachusetts
$624K +$60 +1 +0%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$624K +$14.9K +248 +2%
JIC
705
Joel Isaacson & Co
New York
$618K -$5.34K -89 -0.8%
OFS
706
OneAscent Financial Services
Alabama
$615K +$631K +10,514 New
SPIA
707
Strategic Point Investment Advisors
Rhode Island
$613K
SWM
708
Stockman Wealth Management
Montana
$613K
CFGS
709
Concourse Financial Group Securities
Alabama
$609K -$141K -2,343 -18%
AIA
710
Arbor Investment Advisors
North Carolina
$604K
LSAG
711
Lake Street Advisors Group
New Hampshire
$603K +$60 +1 +0%
MA
712
MCF Advisors
Kentucky
$601K +$65.9K +1,098 +12%
Belvedere Trading
713
Belvedere Trading
Illinois
$600K +$616K +10,252 New
KPWG
714
KFA Private Wealth Group
Virginia
$599K +$615K +10,242 New
SKK
715
Shepherd Kaplan Krochuk
Massachusetts
$598K -$431K -7,170 -41%
FRA
716
Front Row Advisors
California
$597K
AWA
717
Alta Wealth Advisors
Massachusetts
$597K -$122K -2,032 -17%
MA
718
MONECO Advisors
Connecticut
$595K -$3.06K -51 -0.5%
KW
719
KWB Wealth
California
$593K
SWA
720
Sutton Wealth Advisors
Florida
$592K
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$591K +$87.4K +1,455 +17%
WCF
722
West Coast Financial
California
$589K -$56.2K -936 -9%
FDCC
723
Foster Dykema Cabot & Co
Massachusetts
$585K -$794K -13,217 -57%
IA
724
IFG Advisors
Missouri
$585K -$68K -1,133 -10%
WP
725
Westmount Partners
California
$584K +$599K +9,977 New