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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
751
Asset Dedication LLC
California
$248K
LJAC
752
L.J. Altfest & Co
New York
$248K
PPP
753
Private Portfolio Partners
New Jersey
$247K +$1.51K +32 +0.5%
RWA
754
Ropes Wealth Advisors
Massachusetts
$246K +$37.8K +800 +15%
Fisher Asset Management
755
Fisher Asset Management
Washington
$245K +$281K +5,932 New
MOS
756
MGO One Seven
Ohio
$244K -$1.89K -40 -0.7%
PCIA
757
Prime Capital Investment Advisors
Kansas
$243K -$9.46K -200 -3%
GAM
758
Gemmer Asset Management
California
$241K +$133K +2,816 +93%
CSPIA
759
Cary Street Partners Investment Advisory
Virginia
$238K +$8.51K +180 +3%
RG
760
Rikoon Group
New Mexico
$237K
CTA
761
Chesley Taft & Associates
Illinois
$235K
HBT
762
Hills Bank & Trust
Iowa
$235K +$270K +5,700 New
PL
763
Parthenon LLC
Kentucky
$234K
BAMG
764
Brand Asset Management Group
Missouri
$234K +$226K +4,780 +536%
AWM
765
Altium Wealth Management
New York
$233K -$395K -8,356 -60%
MI
766
Moneywise Inc
Virginia
$232K +$757 +16 +0.3%
TWM
767
Titus Wealth Management
California
$232K +$5.67K +120 +2%
FIG
768
FundX Investment Group
California
$231K
WHG
769
Westwood Holdings Group
Texas
$230K -$17.8K -376 -6%
BIC
770
Beach Investment Counsel
Pennsylvania
$228K
WCM
771
WealthBridge Capital Management
Ohio
$228K
VWA
772
Visionary Wealth Advisors
Illinois
$225K -$826K -17,468 -76%
BW
773
Bison Wealth
Georgia
$225K
LB
774
Legacy Bridge
Iowa
$223K -$75.5K -1,596 -23%
WA1
775
Wimmer Associates 1
California
$223K +$18.9K +400 +8%