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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
976
Epic Trust Investment Advisors
Washington
$369K +$356K +4,415 New
JSW
977
Journey Strategic Wealth
New Jersey
$368K +$354K +4,400 New
RTS
978
Round Table Services
New Jersey
$367K +$353K +4,386 New
RHP
979
Royal Harbor Partners
Texas
$366K – – –
FANJ
980
Financial Architects (New Jersey)
New Jersey
$364K -$16.2K -201 -4%
EW
981
Evoke Wealth
California
$364K +$81 +1 +0%
TCOV
982
Trust Company of Vermont
Vermont
$363K +$94.8K +1,177 +37%
HAS
983
Holland Advisory Services
Florida
$363K +$350K +4,344 New
WLPWM
984
Walled Lake Planning & Wealth Management
Illinois
$358K -$644 -8 -0.2%
RWG
985
Ratio Wealth Group
Colorado
$358K – – –
TGAM
986
TBH Global Asset Management
Tennessee
$357K -$21.9K -272 -6%
BA
987
Bluesphere Advisors
Pennsylvania
$357K +$4.03K +50 +1%
AWM
988
Accurate Wealth Management
Florida
$356K – – –
CCM
989
Covington Capital Management
California
$354K -$201K -2,492 -37%
Neuberger Berman Group
990
Neuberger Berman Group
New York
$354K -$64.3K -798 -16%
FPCP
991
Fort Point Capital Partners
California
$354K -$40.3K -500 -11%
IFAM
992
Institutional & Family Asset Management
Colorado
$354K – – –
SWM
993
Segment Wealth Management
Texas
$354K +$341K +4,232 New
UWPG
994
Ullmann Wealth Partners Group
Florida
$353K – – –
GPA
995
Garrison Point Advisors
California
$352K – – –
ZF
996
Zhang Financial
Michigan
$352K – – –
NHC
997
Nicholas Hoffman & Company
Georgia
$352K +$725 +9 +0.2%
LG
998
Leuthold Group
Minnesota
$351K -$123K -1,525 -27%
JCM
999
Jag Capital Management
Missouri
$349K -$2.82K -35 -0.8%
MFA
1000
Mayflower Financial Advisors
Massachusetts
$349K -$161 -2 -0%