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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
826
O'Shaughnessy Asset Management
Connecticut
$981K +$70.8K +881 +8%
OPA
827
Old Port Advisors
Maine
$981K -$63.1K -785 -6%
TYCC
828
Texas Yale Capital Corp
Florida
$980K – – –
MLL
829
Moody Lynn & Lieberson
Massachusetts
$979K -$2.73K -34 -0.3%
BFS
830
Burkett Financial Services
South Carolina
$974K -$127K -1,576 -12%
SVWAG
831
Sound View Wealth Advisors Group
Georgia
$972K – – –
WesBanco Bank
832
WesBanco Bank
West Virginia
$968K +$87.4K +1,088 +10%
TTWM
833
TCV Trust & Wealth Management
Virginia
$968K – – –
FPW
834
Flagship Private Wealth
Massachusetts
$965K – – –
AWM
835
Aspire Wealth Management
Massachusetts
$953K +$547K +6,811 +152%
BCM
836
Brasada Capital Management
Texas
$951K – – –
MCM
837
MidAtlantic Capital Management
Virginia
$946K – – –
HKIMG
838
Hutchens & Kramer Investment Management Group
Indiana
$940K +$624K +7,772 +233%
AQR Capital Management
839
AQR Capital Management
Connecticut
$931K +$886K +11,024 New
PWMG
840
Private Wealth Management Group
New Jersey
$930K -$69.5K -865 -7%
MMPW
841
Mitchell McLeod Pugh & Williams
Alabama
$924K -$1.13K -14 -0.1%
IW
842
Imprint Wealth
South Carolina
$921K +$350K +4,356 +67%
CWM
843
C2C Wealth Management
Arizona
$921K -$20.4K -254 -2%
RF
844
RHS Financial
California
$918K +$145K +1,799 +20%
JFA
845
JNBA Financial Advisors
Minnesota
$917K -$25.5K -317 -3%
TFG
846
Taylor Financial Group
Virginia
$917K – – –
FWM
847
FFT Wealth Management
Pennsylvania
$916K -$89.1K -1,109 -9%
FCA
848
Fortis Capital Advisors
Kansas
$915K – – –
PS
849
Planned Solutions
California
$912K +$37.2K +463 +4%
GPFA
850
Game Plan Financial Advisors
Ohio
$907K -$40.2K -500 -4%