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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
801
TAP Consulting
Missouri
$428K -$102K -1,542 -18%
PFO
802
Pathstone Family Office
New Jersey
$427K +$468K +7,078 New
MC
803
Middleton & Co
Massachusetts
$426K -$4.96K -75 -1%
RFN
804
Redwood Financial Network
Ohio
$426K +$331 +5 +0.1%
HCM
805
Harvey Capital Management
Florida
$422K
RWA
806
Ropes Wealth Advisors
Massachusetts
$421K
MWP
807
Madison Wealth Partners
Wisconsin
$421K +$45.1K +682 +11%
TPW
808
TL Private Wealth
Texas
$418K +$2.18K +33 +0.5%
AWA
809
Arete Wealth Advisors
Illinois
$417K +$458K +6,914 New
CTA
810
Chesley Taft & Associates
Illinois
$416K
ACA
811
Affinity Capital Advisors
California
$412K -$19.9K -300 -4%
JGIA
812
Jackson Grant Investment Advisers
Connecticut
$412K +$794 +12 +0.2%
BO
813
BRR OpCo
Ohio
$408K +$163K +2,458 +57%
BCP
814
Blue Chip Partners
Michigan
$405K -$69.5K -1,050 -14%
WH
815
Whitcomb & Hess
Ohio
$405K +$199K +3,005 +81%
WG
816
Welch Group
Alabama
$403K -$8.07K -122 -2%
OPW
817
Oxler Private Wealth
New York
$400K +$1.46K +22 +0.3%
AWS
818
AJ Wealth Strategies
New York
$400K
ATC
819
Argent Trust Co
Tennessee
$397K +$77.7K +1,174 +22%
CCA
820
Column Capital Advisors
Indiana
$396K
TCA
821
Transcend Capital Advisors
New Jersey
$396K +$4.17K +63 +1%
CA
822
Continuum Advisory
Idaho
$394K -$23.3K -352 -5%
Allspring Global Investments
823
Allspring Global Investments
North Carolina
$394K +$432K +6,533 New
FAM
824
Formidable Asset Management
Ohio
$392K -$33.1K -500 -7%
BBPWM
825
Blue Bell Private Wealth Management
Pennsylvania
$392K -$16.5K -250 -4%