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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
776
Copperleaf Capital
North Carolina
$933K +$47.3K +664 +6%
LF
777
Lantz Financial
Illinois
$932K +$119K +1,665 +15%
OPA
778
Old Port Advisors
Maine
$931K -$108K -1,520 -11%
BFG
779
Berger Financial Group
Minnesota
$931K – – –
FA
780
Fiducient Advisors
Illinois
$929K -$25.2K -354 -3%
CFO
781
CVA Family Office
Colorado
$925K – – –
Vanguard Group
782
Vanguard Group
Pennsylvania
$924K -$34.5K -484 -4%
Betterment LLC
783
Betterment LLC
New York
$920K +$273K +3,841 +46%
VCP
784
Verus Capital Partners
Arizona
$920K +$442K +6,213 +103%
BW
785
Bison Wealth
Georgia
$917K +$5.27K +74 +0.6%
WA
786
Wealthstream Advisors
New York
$911K -$18.1K -254 -2%
TW
787
TritonPoint Wealth
Maryland
$904K +$857K +12,042 New
FNT
788
First National Trust
Pennsylvania
$904K +$14.8K +208 +2%
WSTAM
789
Wilbanks Smith & Thomas Asset Management
Virginia
$904K +$11.7K +164 +1%
WI
790
Wintrust Investments
Illinois
$900K -$38.2K -536 -4%
MPM
791
Meritage Portfolio Management
Kansas
$899K – – –
NSB
792
Norway Savings Bank
Maine
$899K -$52.1K -732 -6%
CP
793
Canopy Partners
Ohio
$899K +$852K +11,969 New
PFBT
794
Parkside Financial Bank & Trust
Missouri
$899K -$10.5K -147 -1%
FWM
795
FFT Wealth Management
Pennsylvania
$898K +$336K +4,722 +65%
LWM
796
LongView Wealth Management
Georgia
$895K +$853K +11,986 New
WWP
797
Walden Wealth Partners
Ohio
$894K +$848K +11,907 New
PWMG
798
Private Wealth Management Group
New Jersey
$892K +$846K +11,879 New
AA
799
Ancora Advisors
Ohio
$889K +$18.7K +263 +2%
LF
800
LifeSteps Financial
California
$884K – – –