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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
751
Ancora Advisors
Ohio
$792K +$463K +6,539 +130%
ATFA
752
All Terrain Financial Advisors
Minnesota
$787K -$26K -368 -3%
BCM
753
Brasada Capital Management
Texas
$786K
TTWM
754
TCV Trust & Wealth Management
Virginia
$784K
CFD
755
Creative Financial Designs
Indiana
$784K +$194K +2,745 +32%
BFA
756
Beacon Financial Advisory
Ohio
$783K +$208K +2,939 +35%
MMHP
757
Murphy Middleton Hinkle & Parker
Georgia
$781K
FCA
758
FinTrust Capital Advisors
South Carolina
$777K +$111K +1,575 +16%
Empower Advisory Group
759
Empower Advisory Group
Colorado
$773K -$3.96K -56 -0.5%
SHA
760
Seneca House Advisors
Virginia
$769K +$5.66K +80 +0.7%
JIC
761
Joel Isaacson & Co
New York
$764K -$9.7K -137 -1%
CWM
762
C2C Wealth Management
Arizona
$763K
SW
763
Simplicity Wealth
New Jersey
$758K +$784K +11,083 New
MMPW
764
Mitchell McLeod Pugh & Williams
Alabama
$756K -$19.7K -278 -2%
EL
765
EQ LLC
Washington
$755K +$781K +11,036 New
FFA
766
First Foundation Advisors
California
$755K +$163K +2,301 +26%
PIA
767
Perennial Investment Advisors
California
$752K +$126K +1,777 +19%
AWA
768
Aaron Wealth Advisors
Illinois
$752K
PCI
769
Planning Center Inc
Illinois
$751K
CWP
770
Curated Wealth Partners
California
$740K -$324K -4,580 -30%
QCM
771
QRG Capital Management
Illinois
$739K +$765K +10,803 New
SYBT
772
Stock Yards Bank & Trust
Kentucky
$739K +$134K +1,900 +21%
MCWS
773
McKinley Carter Wealth Services
West Virginia
$738K -$36.5K -516 -5%
LF
774
Lantz Financial
Illinois
$735K +$760K +10,746 New
FWCM
775
Ferguson Wellman Capital Management
Oregon
$732K -$4.95K -70 -0.7%