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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
851
National Wealth Management Group
Ohio
$406K -$38.6K -632 -9%
TCA
852
Transcend Capital Advisors
New Jersey
$406K -$3.42K -56 -0.9%
GIA
853
Guyasuta Investment Advisors
Pennsylvania
$402K +$8.99K +147 +2%
MWA
854
Monograph Wealth Advisors
California
$400K -$356K -5,825 -48%
MMPW
855
Mitchell McLeod Pugh & Williams
Alabama
$399K -$62.1K -1,016 -14%
IWS
856
Insight Wealth Strategies
California
$394K -$11.7K -192 -3%
PIFP
857
Partners in Financial Planning
Virginia
$394K -$11.7K -191 -3%
FC
858
Fusion Capital
South Carolina
$391K +$734 +12 +0.2%
PFM
859
Phillips Financial Management
Indiana
$383K -$80.5K -1,317 -18%
LJAC
860
L.J. Altfest & Co
New York
$383K
EWA
861
ERTS Wealth Advisors
Michigan
$382K -$62K -1,014 -15%
EIA
862
Eldridge Investment Advisors
New Hampshire
$381K
CWP
863
Corepath Wealth Partners
Arizona
$380K
WTB
864
Washington Trust Bank
Washington
$380K -$46K -752 -11%
NAS
865
NWF Advisory Services
California
$378K +$328K +5,362 New
DSC
866
Duncker Streett & Co
Missouri
$378K +$550 +9 +0.2%
HWA
867
HCR Wealth Advisors
California
$377K
CBFP
868
Cedar Brook Financial Partners
Ohio
$376K -$156K -2,545 -30%
AWS
869
AJ Wealth Strategies
New York
$375K
RT
870
Rockland Trust
Massachusetts
$375K +$358K +5,864 New
SIC
871
Samalin Investment Counsel
New York
$374K -$20.9K -342 -6%
RFN
872
Redwood Financial Network
Ohio
$371K -$4.46K -73 -1%
ONST
873
Old North State Trust
North Carolina
$370K
NAS
874
Nicolet Advisory Services
Wisconsin
$367K +$142K +2,327 +69%
FAM
875
Formidable Asset Management
Ohio
$366K