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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
826
Oakwell Private Wealth Management
Texas
$422K -$12.2K -160 -3%
BC
827
Brio Consultants
California
$420K +$152 +2 +0%
ACG
828
Allen Capital Group
Nebraska
$419K +$14.3K +187 +3%
ONST
829
Old North State Trust
North Carolina
$418K -$65.9K -864 -13%
SFG
830
SNS Financial Group
Minnesota
$416K -$5.57K -73 -1%
MI
831
Moneywise Inc
Virginia
$414K -$5.41K -71 -1%
EE
832
EWG Elevate
California
$413K +$177K +2,322 +71%
BTWM
833
Baker Tilly Wealth Management
Wisconsin
$412K +$106K +1,397 +33%
RRWA
834
Rainey & Randall Wealth Advisors
Florida
$410K +$28.1K +369 +7%
PL
835
Parthenon LLC
Kentucky
$405K – – –
FDS
836
Freedom Day Solutions
Texas
$403K -$56.6K -743 -12%
WA1
837
Wimmer Associates 1
California
$399K – – –
Qube Research & Technologies (QRT)
838
Qube Research & Technologies (QRT)
United Kingdom
$399K +$411K +5,393 New
KFI
839
Key Financial Inc
Pennsylvania
$398K – – –
KF
840
Krilogy Financial
Missouri
$397K +$128K +1,677 +45%
PAM
841
Palisade Asset Management
Minnesota
$396K – – –
WCM
842
WealthBridge Capital Management
Ohio
$394K +$24.5K +321 +6%
PWP
843
Principle Wealth Partners
Connecticut
$393K – – –
RBC
844
Roble Belko & Company
Pennsylvania
$391K – – –
VWA
845
V Wealth Advisors
Kansas
$390K -$45.8K -601 -10%
WWM
846
WT Wealth Management
Arizona
$390K +$7.01K +92 +2%
3LCM
847
3D/L Capital Management
Connecticut
$390K +$14.6K +192 +4%
EB
848
Eastern Bank
Massachusetts
$388K – – –
AA
849
Ancora Advisors
Ohio
$386K -$42.8K -562 -10%
CWM
850
Chesapeake Wealth Management
Virginia
$386K -$25.2K -330 -6%