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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1026
New Republic Capital
North Carolina
$568K +$203K +2,521 +60%
OPW
1027
Oxler Private Wealth
New York
$567K +$402 +5 +0.1%
FWCM
1028
Ferguson Wellman Capital Management
Oregon
$567K -$320K -3,980 -37%
PNC
1029
Park National Corp
Ohio
$566K +$50.8K +632 +10%
SJGA
1030
Stephen J. Garry & Associates
New York
$562K -$37.9K -472 -7%
GKWIM
1031
Gerber Kawasaki Wealth & Investment Management
California
$559K +$18.4K +229 +4%
CICC
1032
Capital Investment Counsel (Colorado)
Colorado
$559K +$532K +6,620 New
WF
1033
Welch & Forbes
Massachusetts
$552K -$27.6K -344 -5%
TW
1034
TrinityPoint Wealth
Connecticut
$550K +$161 +2 +0%
PL
1035
Parthenon LLC
Kentucky
$550K +$83.2K +1,036 +19%
WA1
1036
Wimmer Associates 1
California
$550K – – –
SWM
1037
Solano Wealth Management
California
$549K -$217K -2,704 -29%
GWM
1038
GDS Wealth Management
Texas
$549K -$23.9K -298 -4%
LA
1039
Lifeworks Advisors
Michigan
$548K +$521K +6,490 New
ST
1040
Sabal Trust
Florida
$547K – – –
TI
1041
tru Independence
Oregon
$544K -$22.5K -280 -4%
WJWM
1042
Williams Jones Wealth Management
New York
$542K – – –
PL
1043
Plancorp LLC
Missouri
$541K – – –
FFS
1044
Founders Financial Securities
Maryland
$539K +$105K +1,303 +26%
ACA
1045
Affinity Capital Advisors
California
$538K -$3.13K -39 -0.6%
PO
1046
Private Ocean
California
$537K – – –
JSW
1047
Journey Strategic Wealth
New Jersey
$537K +$511K +6,356 New
CMP
1048
Courage Miller Partners
Virginia
$534K -$29.2K -363 -5%
BHPW
1049
Beverly Hills Private Wealth
California
$532K +$281K +3,502 +125%
AT
1050
American Trust
Kentucky
$531K -$288K -3,582 -36%