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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
926
Custos Family Office
Texas
$385K +$361K +5,462 New
PFA
927
Pure Financial Advisors
California
$385K – – –
NEWAS
928
N.E.W. Advisory Services
Wisconsin
$384K -$148K -2,235 -29%
FPIS
929
Financial Planning & Information Services
Wisconsin
$384K -$397 -6 -0.1%
AC
930
Abbrea Capital
California
$383K – – –
SAM
931
Summit Asset Management
Tennessee
$382K -$1.32K -20 -0.4%
WA1
932
Wimmer Associates 1
California
$381K – – –
NAS
933
NWF Advisory Services
California
$378K – – –
PAM
934
Palisade Asset Management
Minnesota
$377K – – –
IWS
935
Insight Wealth Strategies
California
$375K -$55.4K -838 -14%
PWP
936
Principle Wealth Partners
Connecticut
$375K – – –
DIA
937
Dana Investment Advisors
Wisconsin
$374K – – –
SFG
938
Sage Financial Group
Pennsylvania
$374K – – –
FCP
939
Fidelis Capital Partners
Florida
$374K – – –
OP
940
ORG Partners
Indiana
$374K +$351K +5,309 New
SB
941
Simmons Bank
Arkansas
$373K -$5.42K -82 -2%
WIC
942
Woodmont Investment Counsel
Tennessee
$371K +$2.98K +45 +0.9%
GP
943
Girard Partners
Pennsylvania
$369K – – –
NOI
944
Newton One Investments
Delaware
$369K +$727 +11 +0.2%
KCM
945
KRS Capital Management
Michigan
$368K – – –
GG
946
Gleason Group
Kentucky
$367K +$727 +11 +0.2%
WWM
947
WT Wealth Management
Arizona
$365K – – –
RFN
948
Redwood Financial Network
Ohio
$365K -$42K -636 -11%
WBG
949
Wharton Business Group
Pennsylvania
$364K – – –
MMM
950
Mendel Money Management
Illinois
$364K – – –