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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
826
Focus Partners Advisor Solutions
Missouri
$816K -$70.2K -986 -8%
SPWG
827
Sage Private Wealth Group
Illinois
$816K +$773K +10,859 New
TFG
828
Taylor Financial Group
Virginia
$815K +$773K +10,856 New
FCA
829
Fortis Capital Advisors
Kansas
$813K -$68.9K -968 -8%
CWP
830
Curated Wealth Partners
California
$813K
CWP
831
CFM Wealth Partners
Texas
$809K +$17.9K +252 +2%
EWM
832
Empirical Wealth Management
Washington
$809K +$10.5K +147 +1%
Qube Research & Technologies (QRT)
833
Qube Research & Technologies (QRT)
United Kingdom
$808K +$505K +7,090 +194%
OSAM
834
O'Shaughnessy Asset Management
Connecticut
$807K +$80.2K +1,127 +12%
MWM
835
Maripau Wealth Management
Indiana
$806K +$15.9K +223 +2%
FWCM
836
Ferguson Wellman Capital Management
Oregon
$803K
HCM
837
Hollencrest Capital Management
California
$799K +$526K +7,387 +227%
PSF
838
Pacific Sun Financial
California
$799K
PWA
839
Provenance Wealth Advisors
Florida
$799K -$569 -8 -0.1%
NW
840
NewEdge Wealth
Pennsylvania
$796K +$755K +10,603 New
EWA
841
EverSource Wealth Advisors
Alabama
$796K +$64K +899 +9%
TCOTS
842
Trust Company of the South
North Carolina
$793K +$752K +10,558 New
SWM
843
Stockman Wealth Management
Montana
$786K
VWM
844
Venturi Wealth Management
Texas
$781K -$7.69K -108 -1%
WB
845
WesBanco Bank
West Virginia
$779K -$280K -3,931 -27%
RFA
846
Resurgent Financial Advisors
Georgia
$778K +$503K +7,069 +215%
MA
847
MONECO Advisors
Connecticut
$777K +$2.92K +41 +0.4%
PS
848
Planned Solutions
California
$776K -$20.5K -288 -3%
PCI
849
Planning Center Inc
Illinois
$773K -$48.5K -682 -6%
JFG
850
JMG Financial Group
Illinois
$771K -$1.56M -21,942 -68%