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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1076
Total Clarity Wealth Management
Illinois
$806K – – –
FCP
1077
Fidelis Capital Partners
Florida
$803K – – –
Meridian Wealth Management
1078
Meridian Wealth Management
Kentucky
$802K -$11.3K -113 -1%
GFA
1079
Gallagher Fiduciary Advisors
Illinois
$800K +$118K +1,186 +18%
Azimuth Capital Investment Management
1080
Azimuth Capital Investment Management
Michigan
$798K +$1.5K +15 +0.2%
IIC
1081
Ironwood Investment Counsel
Arizona
$797K – – –
TC
1082
TAP Consulting
Missouri
$796K -$7.58K -76 -1%
BFS
1083
Bare Financial Services
Pennsylvania
$796K -$34K -341 -4%
FEM
1084
Fulcrum Equity Management
Texas
$794K -$15.1K -151 -2%
T
1085
Tidemark
California
$794K +$499 +5 +0.1%
BONH
1086
Bank of New Hampshire
New Hampshire
$793K -$5.29K -53 -0.7%
BWM
1087
Buska Wealth Management
Wisconsin
$790K +$159K +1,596 +26%
Sageworth Trust
1088
Sageworth Trust
Pennsylvania
$788K – – –
ZF
1089
Zhang Financial
Michigan
$784K +$367K +3,680 +91%
SFWA
1090
Summit Financial Wealth Advisors
Louisiana
$782K – – –
PMG
1091
ProVise Management Group
Florida
$780K -$72.8K -730 -9%
WPW
1092
Watershed Private Wealth
Illinois
$779K -$145K -1,458 -16%
TWCA
1093
Two West Capital Advisors
Kansas
$775K +$84.9K +851 +13%
HCM
1094
HMS Capital Management
Tennessee
$773K – – –
SJGA
1095
Stephen J. Garry & Associates
New York
$773K +$150K +1,500 +25%
BFS
1096
Burkett Financial Services
South Carolina
$771K -$24.1K -242 -3%
AWMNH
1097
Arcadia Wealth Management (New Hampshire)
New Hampshire
$770K +$499 +5 +0.1%
EPW
1098
Evergreen Private Wealth
Colorado
$770K +$11.8K +118 +2%
APW
1099
Aurora Private Wealth
New Jersey
$765K -$14.1K -141 -2%
SPP
1100
Single Point Partners
Massachusetts
$763K +$750K +7,518 New