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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
776
Kingswood Wealth Advisors
California
$1.79M +$230K +2,301 +15%
WIM
777
WealthPlan Investment Management
Nebraska
$1.79M -$402K -4,033 -19%
PS
778
Planned Solutions
California
$1.79M +$787K +7,887 +81%
HPC
779
HM Payson & Co
Maine
$1.78M -$47.4K -475 -3%
BA
780
Bellwether Advisors
Nebraska
$1.78M +$8.68K +87 +0.5%
AF
781
AtlasMark Financial
Texas
$1.77M +$278K +2,790 +19%
IMC
782
Investment Management Corporation
Virginia
$1.76M +$1.73M +17,326 New
Jennison Associates
783
Jennison Associates
New York
$1.76M +$1.4M +14,023 +426%
CFG
784
Cooper Financial Group
California
$1.76M +$403K +4,035 +30%
MSWMA
785
Market Street Wealth Management Advisors
Indiana
$1.76M -$5.79K -58 -0.3%
NW
786
NewEdge Wealth
Pennsylvania
$1.76M +$37.9K +380 +2%
APC
787
Aspire Private Capital
North Carolina
$1.75M -$36K -361 -2%
SPWG
788
Syntegra Private Wealth Group
Missouri
$1.75M -$22K -221 -1%
AC
789
AWM Capital
Arizona
$1.74M – – –
PPW
790
PACK Private Wealth
Minnesota
$1.73M -$299 -3 -0%
NWA
791
Navis Wealth Advisors
New York
$1.73M +$2.1K +21 +0.1%
FFA
792
First Foundation Advisors
California
$1.72M +$34.9K +350 +2%
IA
793
Insight Advisors
Pennsylvania
$1.71M +$20.1K +201 +1%
MSWM
794
McGlone Suttner Wealth Management
Wisconsin
$1.71M +$135K +1,350 +9%
AIA
795
Accelerate Investment Advisors
California
$1.71M +$411K +4,118 +32%
FCA
796
Fortis Capital Advisors
Kansas
$1.71M +$3.59K +36 +0.2%
BFS
797
Bradley Foster & Sargent
Connecticut
$1.7M – – –
NLP
798
Next Level Private
New York
$1.7M +$2K +20 +0.1%
FA
799
Fiduciary Alliance
South Carolina
$1.69M +$3.69K +37 +0.2%
MSA
800
Marino Stram & Associates
Massachusetts
$1.67M +$53.6K +537 +3%