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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1051
Evergreen Private Wealth
Colorado
$714K +$32.6K +353 +5%
TSW
1052
Three Seasons Wealth
Utah
$713K -$16.3M -176,387 -96%
CANC
1053
Culbertson A N & Co
Virginia
$706K – – –
CTA
1054
Chesley Taft & Associates
Illinois
$705K – – –
GLR
1055
Great Lakes Retirement
Ohio
$703K – – –
CWM
1056
Castle Wealth Management
Florida
$701K – – –
BCM
1057
BluePointe Capital Management
California
$699K – – –
ICMM
1058
Integrated Capital Management (Michigan)
Michigan
$697K +$672K +7,278 New
SSB
1059
Sandy Spring Bank
Maryland
$697K -$76.3K -826 -10%
MM
1060
Meridian Management
Arkansas
$696K – – –
MWP
1061
Madison Wealth Partners
Wisconsin
$694K – – –
LWANC
1062
Laurel Wealth Advisors (North Carolina)
North Carolina
$692K -$8.03K -87 -1%
MC
1063
Middleton & Co
Massachusetts
$691K -$4.16K -45 -0.6%
SC
1064
Scotia Capital
Ontario, Canada
$690K -$19.9K -215 -3%
Jane Street
1065
Jane Street
New York
$690K -$5.22M -56,546 -89%
NCM
1066
NCM Capital Management
New Jersey
$689K – – –
CFP
1067
Catalyst Financial Partners
Massachusetts
$687K +$171K +1,853 +35%
BFAG
1068
Blackston Financial Advisory Group
Florida
$685K +$660K +7,152 New
BHWM
1069
Bar Harbor Wealth Management
New Hampshire
$684K -$53.2K -576 -7%
IRAG
1070
Investment Research & Advisory Group
Georgia
$683K – – –
JGIA
1071
Jackson Grant Investment Advisers
Connecticut
$683K +$1.02K +11 +0.2%
BHIA
1072
Birch Hill Investment Advisors
Massachusetts
$683K – – –
PI
1073
PFG Investments
New York
$683K +$162K +1,758 +33%
IPW
1074
Intergy Private Wealth
Colorado
$675K – – –
HWA
1075
HCR Wealth Advisors
California
$674K – – –