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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
951
Sound View Wealth Advisors Group
Georgia
$263K
GEA
952
Glen Eagle Advisors
New Jersey
$261K +$6.43K +99 +2%
Luther King Capital Management (LKCM)
953
Luther King Capital Management (LKCM)
Texas
$260K
USCWA
954
U.S. Capital Wealth Advisors
Texas
$259K
AC
955
Apella Capital
Connecticut
$257K
T
956
TrueFG
Texas
$257K
SWA
957
SFMG Wealth Advisors
Texas
$256K
ASFA
958
All Season Financial Advisors
Colorado
$254K +$17.1K +263 +6%
UWPG
959
Ullmann Wealth Partners Group
Florida
$253K
WBG
960
Wharton Business Group
Pennsylvania
$253K
TC
961
TownSquare Capital
Utah
$253K +$284K +4,373 New
DA
962
DCM Advisors
New York
$252K +$283K +4,357 New
PA
963
Pinnacle Associates
New York
$252K -$30.2K -465 -10%
EW
964
Evoke Wealth
California
$251K
RTS
965
Round Table Services
New Jersey
$250K
ECG
966
Edge Capital Group
Georgia
$249K -$15.3K -235 -5%
LWM
967
Liberty Wealth Management
California
$249K -$975 -15 -0.3%
DWM
968
Doyle Wealth Management
Florida
$249K +$65 +1 +0%
MSFS
969
Main Street Financial Solutions
Pennsylvania
$249K +$1.56K +24 +0.6%
LWM
970
Laidlaw Wealth Management
New York
$248K +$278K +4,286 New
RWG
971
Ratio Wealth Group
Colorado
$247K
WH
972
Willner & Heller
California
$247K +$715 +11 +0.3%
ACM
973
Allred Capital Management
Texas
$246K -$32.7K -504 -11%
FPCG
974
Forum Private Client Group
Indiana
$246K -$455 -7 -0.2%
FPCP
975
Fort Point Capital Partners
California
$245K