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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1001
SMART Wealth
Nebraska
$1.18M +$616K +5,121 +96%
CCWM
1002
Cassaday & Co Wealth Management
Virginia
$1.18M +$33.7K +280 +3%
OAS
1003
Optivise Advisory Services
Tennessee
$1.18M -$715K -5,942 -36%
PCM
1004
Pennsylvania Capital Management
Pennsylvania
$1.17M – – –
LA
1005
LexAurum Advisors
Kansas
$1.17M +$1.25M +10,355 New
FWM
1006
Focused Wealth Management
New York
$1.17M -$601 -5 -0%
FWI
1007
Facet Wealth Inc
Maryland
$1.16M -$45.9K -382 -4%
FNT
1008
First National Trust
Pennsylvania
$1.16M -$25.6K -213 -2%
FAM
1009
Forte Asset Management
New York
$1.16M – – –
MG
1010
McHugh Group
Ohio
$1.16M – – –
FFG
1011
Fortress Financial Group
Minnesota
$1.16M – – –
PSF
1012
Pacific Sun Financial
California
$1.15M +$26.9K +224 +2%
CIC
1013
Chilton Investment Company
Connecticut
$1.15M +$111K +927 +10%
RDFA
1014
Ritter Daniher Financial Advisory
Ohio
$1.15M -$27.1K -225 -2%
PFA
1015
Pure Financial Advisors
California
$1.15M +$140K +1,167 +13%
USB
1016
Union Savings Bank
Connecticut
$1.15M -$5.89K -49 -0.5%
RWM
1017
Rockwood Wealth Management
Pennsylvania
$1.15M +$38.1K +317 +3%
BM
1018
Berman McAleer
Maryland
$1.15M – – –
BRPW
1019
Ballast Rock Private Wealth
South Carolina
$1.15M +$241 +2 +0%
PWA
1020
Provenance Wealth Advisors
Florida
$1.14M – – –
GKWIM
1021
Gerber Kawasaki Wealth & Investment Management
California
$1.14M -$48.6K -404 -4%
ACS
1022
Archford Capital Strategies
Illinois
$1.14M – – –
Victory Capital Management
1023
Victory Capital Management
Texas
$1.14M +$519K +4,317 +75%
ODIJL
1024
One Day In July LLC
Vermont
$1.14M +$241 +2 +0%
RZH
1025
Relyea Zuckerberg Hanson
Connecticut
$1.13M +$676K +5,624 +129%