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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
926
WesBanco Bank
West Virginia
$240K +$238K +3,678 New
TCWM
927
Total Clarity Wealth Management
Illinois
$240K +$238K +3,687 New
SC
928
Steph & Co
Wisconsin
$239K -$118K -1,828 -33%
OHIS
929
Oak Harvest Investment Services
Texas
$239K +$259 +4 +0.1%
CAM
930
Covenant Asset Management
New Jersey
$238K
HG
931
Harbor Group
New Hampshire
$238K +$194 +3 +0.1%
BBNA
932
Bremer Bank National Association
Minnesota
$238K +$236K +3,648 New
FSWA
933
Financial Synergies Wealth Advisors
Texas
$236K
TA
934
TruWealth Advisors
Louisiana
$235K -$11.2K -174 -5%
TIM
935
Tortoise Investment Management
New York
$235K
FMTC
936
Farmers & Merchants Trust Company
California
$234K
GSWM
937
Golden State Wealth Management
California
$234K
PBF
938
Petix & Botte Financial
California
$234K
ATWA
939
Arbor Trust Wealth Advisors
Michigan
$233K
HW
940
Hedeker Wealth
Illinois
$231K
BC
941
Burney Company
Virginia
$227K -$17.6K -272 -7%
VWM
942
Venturi Wealth Management
Texas
$227K
WPW
943
Waldron Private Wealth
Pennsylvania
$224K
KF
944
Krilogy Financial
Missouri
$223K +$388 +6 +0.2%
CT
945
Caldwell Trust
Florida
$221K
AAS
946
Annex Advisory Services
Wisconsin
$221K
CL
947
CIM LLC
New York
$221K
WBG
948
Wharton Business Group
Pennsylvania
$220K +$8.4K +130 +4%
PWPS
949
Pinnacle Wealth Planning Services
Ohio
$219K -$146K -2,265 -40%
FAT
950
First American Trust
California
$219K