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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
826
TrinityPoint Wealth
Connecticut
$263K – – –
MOS
827
MGO One Seven
Ohio
$263K +$1.81K +32 +0.7%
AC
828
Alexandria Capital
Virginia
$261K +$226 +4 +0.1%
Verition Fund Management
829
Verition Fund Management
Connecticut
$261K +$256K +4,520 New
LG
830
Leuthold Group
Minnesota
$260K – – –
HW
831
Hedeker Wealth
Illinois
$257K +$253K +4,464 New
OWM
832
Opes Wealth Management
California
$256K – – –
T
833
TrueFG
Texas
$256K – – –
WLPWM
834
Walled Lake Planning & Wealth Management
Illinois
$255K -$226 -4 -0.1%
BAAM
835
Baker Avenue Asset Management
California
$255K – – –
CPSAC
836
Chas P. Smith & Associates (CPS)
Florida
$255K – – –
WHG
837
Westwood Holdings Group
Texas
$255K – – –
RHP
838
Royal Harbor Partners
Texas
$253K – – –
CAN
839
Claraphi Advisory Network
United States
$250K -$5.66K -100 -2%
AC
840
Apella Capital
Connecticut
$248K – – –
SHGA
841
Sand Hill Global Advisors
California
$248K – – –
UWPG
842
Ullmann Wealth Partners Group
Florida
$244K – – –
EWA
843
Exencial Wealth Advisors
Oklahoma
$243K -$54.1K -956 -19%
NHC
844
Nicholas Hoffman & Company
Georgia
$242K +$453 +8 +0.2%
WS
845
Wedbush Securities
California
$242K +$3.17K +56 +1%
GPA
846
Garrison Point Advisors
California
$241K -$13.6K -240 -5%
MC
847
Moors & Cabot
Massachusetts
$241K +$10.2K +180 +5%
EIG
848
Ellenbecker Investment Group
Wisconsin
$240K +$679 +12 +0.3%
IFG
849
Independent Financial Group
California
$239K – – –
FWM
850
Filbrandt Wealth Management
Wisconsin
$237K -$50.5K -892 -18%