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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1101
Straight Path Wealth Management
Michigan
$262K +$252K +3,130 New
CSWM
1102
Cassady Schiller Wealth Management
Ohio
$262K +$253K +3,135 New
MKC
1103
M. Kraus & Co
Vermont
$259K -$11.8K -146 -4%
FMTC
1104
Farmers & Merchants Trust Company
California
$259K – – –
HFS
1105
Howard Financial Services
Texas
$259K +$725 +9 +0.3%
SG Americas Securities
1106
SG Americas Securities
New York
$259K +$48K +596 +24%
GLA
1107
Good Life Advisors
Pennsylvania
$256K – – –
SW
1108
SkyOak Wealth
Michigan
$254K -$806 -10 -0.3%
UL
1109
Unionview LLC
Washington
$254K +$245K +3,039 New
PMFA
1110
Plante Moran Financial Advisors
Michigan
$253K – – –
MCM
1111
Morton Capital Management
California
$253K +$243K +3,020 New
CT
1112
Caldwell Trust
Florida
$253K – – –
BC
1113
Burney Company
Virginia
$252K -$22.6K -281 -9%
FPCG
1114
Fort Pitt Capital Group
Pennsylvania
$252K +$242K +3,010 New
HC
1115
HNP Capital
New York
$251K -$36.4K -452 -13%
VRM
1116
Vectors Research Management
New York
$251K -$36.4K -452 -13%
AA
1117
Aufman Associates
Pennsylvania
$251K -$7.57K -94 -3%
1W
1118
1776 Wealth
Georgia
$251K – – –
SIS
1119
SVB Investment Services
Utah
$250K – – –
SHIM
1120
Stone House Investment Management
Pennsylvania
$249K -$4.29M -53,299 -95%
FWI
1121
Facet Wealth Inc
Maryland
$247K -$91.8K -1,140 -28%
CBFP
1122
Cedar Brook Financial Partners
Ohio
$246K +$237K +2,938 New
CSIC
1123
Clifford Swan Investment Counsel
California
$245K +$236K +2,930 New
CCM
1124
Condor Capital Management
New Jersey
$244K -$71.9K -893 -23%
BAM
1125
Barrett Asset Management
New York
$244K +$77.7K +964 +49%