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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
876
Palisade Asset Management
Minnesota
$323K
MWA
877
Martel Wealth Advisors
Washington
$322K -$54.6K -825 -13%
PWP
878
Principle Wealth Partners
Connecticut
$321K
SFG
879
Sage Financial Group
Pennsylvania
$321K +$352K +5,312 New
RIA
880
Realta Investment Advisors
Delaware
$320K -$96.4K -1,457 -22%
AWM
881
Affinity Wealth Management
Delaware
$320K -$6.42K -97 -2%
TW
882
TrinityPoint Wealth
Connecticut
$320K -$1.65K -25 -0.5%
RBC
883
Roble Belko & Company
Pennsylvania
$320K
VAS
884
Vestmark Advisory Solutions
Massachusetts
$319K +$36.2K +547 +12%
Bank of Nova Scotia
885
Bank of Nova Scotia
Ontario, Canada
$318K
WWM
886
WT Wealth Management
Arizona
$318K
EB
887
Eastern Bank
Massachusetts
$317K
LHC
888
Little House Capital
Massachusetts
$316K
KCM
889
KRS Capital Management
Michigan
$315K
CAG
890
Curtis Advisory Group
California
$314K
WAM
891
WNY Asset Management
New York
$313K
PIA
892
Perennial Investment Advisors
California
$312K
GG
893
Gleason Group
Kentucky
$311K +$596 +9 +0.2%
SWA
894
Sax Wealth Advisors
New Jersey
$309K +$463 +7 +0.1%
SIC
895
Samalin Investment Counsel
New York
$309K +$16K +242 +5%
GCA
896
Gradient Capital Advisors
California
$309K +$125K +1,894 +59%
KM
897
Kalos Management
Georgia
$308K -$15.6K -235 -5%
W
898
Wealthquest
Ohio
$308K
BTI
899
Blue Trust Inc
Georgia
$308K +$267K +4,037 New
CIBC World Market
900
CIBC World Market
Ontario, Canada
$303K -$124K -1,869 -27%