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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Steph & Co
Wisconsin
$248K -$242K -5,120 -46%
ADL
752
Asset Dedication LLC
California
$248K – – –
LJAC
753
L.J. Altfest & Co
New York
$248K – – –
PPP
754
Private Portfolio Partners
New Jersey
$247K +$1.51K +32 +0.5%
RWA
755
Ropes Wealth Advisors
Massachusetts
$246K +$37.8K +800 +15%
Fisher Asset Management
756
Fisher Asset Management
Washington
$245K +$281K +5,932 New
MOS
757
MGO One Seven
Ohio
$244K -$1.89K -40 -0.7%
PCIA
758
Prime Capital Investment Advisors
Kansas
$243K -$9.46K -200 -3%
GAM
759
Gemmer Asset Management
California
$241K +$133K +2,816 +93%
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$238K +$8.51K +180 +3%
RG
761
Rikoon Group
New Mexico
$237K – – –
CTA
762
Chesley Taft & Associates
Illinois
$235K – – –
HBT
763
Hills Bank & Trust
Iowa
$235K +$270K +5,700 New
PL
764
Parthenon LLC
Kentucky
$234K – – –
BAMG
765
Brand Asset Management Group
Missouri
$234K +$226K +4,780 +536%
AWM
766
Altium Wealth Management
New York
$233K -$395K -8,356 -60%
MI
767
Moneywise Inc
Virginia
$232K +$757 +16 +0.3%
TWM
768
Titus Wealth Management
California
$232K +$5.67K +120 +2%
FIG
769
FundX Investment Group
California
$231K – – –
WHG
770
Westwood Holdings Group
Texas
$230K -$17.8K -376 -6%
BIC
771
Beach Investment Counsel
Pennsylvania
$228K – – –
WCM
772
WealthBridge Capital Management
Ohio
$228K – – –
VWA
773
Visionary Wealth Advisors
Illinois
$225K -$826K -17,468 -76%
BW
774
Bison Wealth
Georgia
$225K – – –
LB
775
Legacy Bridge
Iowa
$223K -$75.5K -1,596 -23%