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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
851
Brasada Capital Management
Texas
$1.07M
OPA
852
Old Port Advisors
Maine
$1.07M -$5K -58 -0.5%
LA
853
Lifeworks Advisors
Michigan
$1.07M +$434K +5,039 +78%
SVWAG
854
Sound View Wealth Advisors Group
Georgia
$1.06M
FPW
855
Flagship Private Wealth
Massachusetts
$1.06M
CFG
856
Clayton Financial Group
Missouri
$1.06M
MMHP
857
Murphy Middleton Hinkle & Parker
Georgia
$1.05M -$34.3K -398 -3%
BW
858
Bison Wealth
Georgia
$1.05M
OAM
859
Oppenheimer Asset Management
New York
$1.05M -$150K -1,741 -13%
ACP
860
Aveo Capital Partners
Colorado
$1.04M +$179K +2,074 +23%
MCM
861
MidAtlantic Capital Management
Virginia
$1.04M
DC
862
Davenport & Co
Virginia
$1.03M +$76.1K +883 +9%
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M +$385K +4,471 +72%
SB
864
Simmons Bank
Arkansas
$1.03M +$505K +5,852 +111%
TW
865
TritonPoint Wealth
Maryland
$1.03M -$16.2K -188 -2%
FWM
866
Focused Wealth Management
New York
$1.02M -$54.8K -636 -5%
GM
867
GeoWealth Management
Illinois
$1.02M +$490K +5,683 +106%
LAS
868
Lloyd Advisory Services
Georgia
$1.02M +$950K +11,014 New
LEA
869
Legacy Edge Advisors
New York
$1.01M +$555K +6,441 +143%
TFG
870
Taylor Financial Group
Virginia
$1M
CWM
871
C2C Wealth Management
Arizona
$1M -$5.17K -60 -0.6%
AQR Capital Management
872
AQR Capital Management
Connecticut
$1M -$18.6K -216 -2%
CWP
873
CFM Wealth Partners
Texas
$999K +$26.9K +312 +3%
AL
874
Aspiriant LLC
California
$998K +$310K +3,600 +50%
OSAM
875
O'Shaughnessy Asset Management
Connecticut
$994K -$76K -882 -8%