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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
701
PVG Asset Management
Colorado
$634K +$650K +10,830 New
AA
702
Advisory Alpha
Michigan
$631K – – –
PA
703
Paragon Advisors
Texas
$629K +$646K +10,764 New
AWM
704
Aprio Wealth Management
Georgia
$627K -$15.1K -252 -2%
CWM
705
Congress Wealth Management
Massachusetts
$624K +$60 +1 +0%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$624K +$14.9K +248 +2%
JIC
707
Joel Isaacson & Co
New York
$618K -$5.34K -89 -0.8%
OFS
708
OneAscent Financial Services
Alabama
$615K +$631K +10,514 New
SPIA
709
Strategic Point Investment Advisors
Rhode Island
$613K – – –
SWM
710
Stockman Wealth Management
Montana
$613K – – –
CFGS
711
Concourse Financial Group Securities
Alabama
$609K -$141K -2,343 -18%
AIA
712
Arbor Investment Advisors
North Carolina
$604K – – –
LSAG
713
Lake Street Advisors Group
New Hampshire
$603K +$60 +1 +0%
MA
714
MCF Advisors
Kentucky
$601K +$65.9K +1,098 +12%
Belvedere Trading
715
Belvedere Trading
Illinois
$600K +$616K +10,252 New
KPWG
716
KFA Private Wealth Group
Virginia
$599K +$615K +10,242 New
SKK
717
Shepherd Kaplan Krochuk
Massachusetts
$598K -$431K -7,170 -41%
FRA
718
Front Row Advisors
California
$597K – – –
AWA
719
Alta Wealth Advisors
Massachusetts
$597K -$122K -2,032 -17%
MA
720
MONECO Advisors
Connecticut
$595K -$3.06K -51 -0.5%
KW
721
KWB Wealth
California
$593K – – –
SWA
722
Sutton Wealth Advisors
Florida
$592K – – –
PWPS
723
Pinnacle Wealth Planning Services
Ohio
$591K +$87.4K +1,455 +17%
WCF
724
West Coast Financial
California
$589K -$56.2K -936 -9%
FDCC
725
Foster Dykema Cabot & Co
Massachusetts
$585K -$794K -13,217 -57%