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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
701
High Falls Advisors
New York
$786K +$737K +11,145 New
CWP
702
CFM Wealth Partners
Texas
$782K +$17.7K +268 +2%
AWA
703
Aaron Wealth Advisors
Illinois
$775K – – –
HIM
704
Hanlon Investment Management
New Jersey
$773K +$725K +10,974 New
PCI
705
Planning Center Inc
Illinois
$773K – – –
SHA
706
Seneca House Advisors
Virginia
$771K -$1.12K -17 -0.2%
FWCM
707
Ferguson Wellman Capital Management
Oregon
$759K -$2.31K -35 -0.3%
CIAS
708
CFS Investment Advisory Services
New Jersey
$757K +$710K +10,747 New
MWM
709
Meridian Wealth Management
Kentucky
$755K -$2.71M -40,959 -79%
AWM
710
Atticus Wealth Management
Florida
$750K +$132 +2 +0%
EWM
711
Empirical Wealth Management
Washington
$749K +$12.7K +192 +2%
PS
712
Planned Solutions
California
$739K +$67.9K +1,027 +11%
Squarepoint
713
Squarepoint
New York
$739K +$693K +10,482 New
SWM
714
Stockman Wealth Management
Montana
$738K – – –
AIA
715
Arbor Investment Advisors
North Carolina
$727K – – –
4WM
716
4J Wealth Management
Virginia
$726K -$19.2K -290 -3%
MA
717
MONECO Advisors
Connecticut
$726K +$926 +14 +0.1%
MW
718
Marcum Wealth
Ohio
$725K -$179K -2,708 -21%
PSF
719
Pacific Sun Financial
California
$724K +$750K +11,339 New
MA
720
MCF Advisors
Kentucky
$724K – – –
SBH
721
Segall Bryant & Hamill
Illinois
$717K +$117K +1,777 +21%
SWA
722
Sutton Wealth Advisors
Florida
$713K – – –
SWM
723
Solano Wealth Management
California
$712K -$66.1K -1,000 -9%
RDFA
724
Ritter Daniher Financial Advisory
Ohio
$712K +$111K +1,677 +20%
GSEP
725
Golden State Equity Partners
California
$711K +$667K +10,085 New