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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
876
Betterment LLC
New York
$325K +$11.9K +180 +3%
AWA
877
Aaron Wealth Advisors
Illinois
$324K +$115K +1,735 +48%
PAM
878
Palisade Asset Management
Minnesota
$323K – – –
MWA
879
Martel Wealth Advisors
Washington
$322K -$54.6K -825 -13%
PWP
880
Principle Wealth Partners
Connecticut
$321K – – –
SFG
881
Sage Financial Group
Pennsylvania
$321K +$352K +5,312 New
RIA
882
Realta Investment Advisors
Delaware
$320K -$96.4K -1,457 -22%
AWM
883
Affinity Wealth Management
Delaware
$320K -$6.42K -97 -2%
TW
884
TrinityPoint Wealth
Connecticut
$320K -$1.65K -25 -0.5%
RBC
885
Roble Belko & Company
Pennsylvania
$320K – – –
VAS
886
Vestmark Advisory Solutions
Massachusetts
$319K +$36.2K +547 +12%
Bank of Nova Scotia
887
Bank of Nova Scotia
Ontario, Canada
$318K – – –
WWM
888
WT Wealth Management
Arizona
$318K – – –
EB
889
Eastern Bank
Massachusetts
$317K – – –
LHC
890
Little House Capital
Massachusetts
$316K – – –
KCM
891
KRS Capital Management
Michigan
$315K – – –
CAG
892
Curtis Advisory Group
California
$314K – – –
WAM
893
WNY Asset Management
New York
$313K – – –
PIA
894
Perennial Investment Advisors
California
$312K – – –
GG
895
Gleason Group
Kentucky
$311K +$596 +9 +0.2%
SWA
896
Sax Wealth Advisors
New Jersey
$309K +$463 +7 +0.1%
SIC
897
Samalin Investment Counsel
New York
$309K +$16K +242 +5%
GCA
898
Gradient Capital Advisors
California
$309K +$125K +1,894 +59%
KM
899
Kalos Management
Georgia
$308K -$15.6K -235 -5%
W
900
Wealthquest
Ohio
$308K – – –