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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
726
Vanguard Group
Pennsylvania
$604K +$578K +9,458 New
PS
727
Planned Solutions
California
$604K -$6.68M -109,256 -92%
IAN
728
Integrated Advisors Network
Texas
$604K +$12.8K +210 +2%
CB
729
CNB Bank
Pennsylvania
$601K – – –
CWM
730
Congress Wealth Management
Massachusetts
$598K -$80.4K -1,315 -12%
JWBC
731
J.W. Burns & Co
New York
$597K -$24.8K -405 -4%
MWAM
732
Manhattan West Asset Management
California
$594K +$155K +2,530 +37%
KW
733
KWB Wealth
California
$593K – – –
CANC
734
Culbertson A N & Co
Virginia
$592K – – –
FA
735
Fermata Advisors
California
$590K -$351K -5,744 -38%
TWM
736
Tradition Wealth Management
Minnesota
$586K -$24K -393 -4%
LHC
737
Little House Capital
Massachusetts
$584K – – –
APW
738
Aurora Private Wealth
New Jersey
$581K +$241K +3,942 +76%
KPWG
739
KFA Private Wealth Group
Virginia
$576K -$74.7K -1,222 -12%
SHFP
740
Second Half Financial Partners
Florida
$575K – – –
GAM
741
Gemmer Asset Management
California
$573K +$69.7K +1,141 +15%
FCA
742
FinTrust Capital Advisors
South Carolina
$573K – – –
OHWP
743
Oak Harbor Wealth Partners
North Carolina
$571K – – –
FHA
744
Flagship Harbor Advisors
Massachusetts
$570K -$6.05K -99 -1%
SYBT
745
Stock Yards Bank & Trust
Kentucky
$569K -$25.4K -415 -4%
DAS
746
Dynamic Advisor Solutions
Arizona
$568K -$345K -5,644 -39%
FWA
747
FSM Wealth Advisors
Ohio
$567K – – –
DC
748
Davenport & Co
Virginia
$564K -$551K -9,018 -51%
WFAG
749
Worth Financial Advisory Group
North Carolina
$563K +$38.8K +634 +8%
MA
750
Montag & Associates
Georgia
$562K +$393K +6,428 +271%