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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
851
Roble Belko & Company
Pennsylvania
$338K
OPWM
852
Oakwell Private Wealth Management
Texas
$338K +$321K +5,300 New
KFI
853
Key Financial Inc
Pennsylvania
$337K +$24.3K +400 +8%
JF
854
JSF Financial
California
$336K -$60.8K -1,003 -16%
MWP
855
Madison Wealth Partners
Wisconsin
$336K +$319K +5,266 New
ADL
856
Asset Dedication LLC
California
$335K
NFG
857
NewFocus Financial Group
Washington
$334K -$74.2K -1,224 -19%
CP
858
Covenant Partners
Tennessee
$330K -$30.2K -498 -9%
WWM
859
WT Wealth Management
Arizona
$330K -$2.12K -35 -0.7%
OCG
860
Opus Capital Group
Ohio
$328K
CAC
861
Core Alternative Capital
Georgia
$326K
GG
862
Gleason Group
Kentucky
$326K +$788 +13 +0.3%
TGAM
863
TBH Global Asset Management
Tennessee
$326K +$62.3K +1,027 +25%
FB
864
Fulton Bank
Pennsylvania
$325K
CFC
865
Coyle Financial Counsel
Illinois
$322K
Chevy Chase Trust
866
Chevy Chase Trust
Maryland
$318K
MP
867
McDonald Partners
Ohio
$316K +$300K +4,949 New
KIA
868
KCM Investment Advisors
California
$314K
CAG
869
Curtis Advisory Group
California
$312K
LGWM
870
Litman Gregory Wealth Management
California
$310K
PL
871
Plancorp LLC
Missouri
$309K +$4.91K +81 +2%
TCA
872
Transcend Capital Advisors
New Jersey
$308K +$292K +4,820 New
CCM
873
Condor Capital Management
New Jersey
$307K -$332K -5,468 -53%
LWM
874
Laidlaw Wealth Management
New York
$306K +$291K +4,796 New
CCA
875
Clearwater Capital Advisors
Illinois
$303K -$7.28K -120 -2%