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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1101
Pure Financial Advisors
California
$467K +$6.11K +76 +1%
BOPW
1102
Brandywine Oak Private Wealth
Pennsylvania
$466K – – –
MWM
1103
Mascoma Wealth Management
New Hampshire
$463K -$63.5K -790 -13%
WCM
1104
WealthBridge Capital Management
Ohio
$463K – – –
WIC
1105
Woodmont Investment Counsel
Tennessee
$456K -$16.1K -200 -4%
GM
1106
GeoWealth Management
Illinois
$454K +$293K +3,651 +212%
FI
1107
FWG Investments
Kentucky
$452K +$157K +1,958 +58%
IWS
1108
Insight Wealth Strategies
California
$452K -$1.85K -23 -0.4%
SAM
1109
Summit Asset Management
Tennessee
$451K – – –
LFA
1110
LGT Financial Advisors
Texas
$451K +$183K +2,278 +74%
PWP
1111
Principle Wealth Partners
Connecticut
$449K – – –
DIA
1112
Dana Investment Advisors
Wisconsin
$449K – – –
FI
1113
Financial Insights
Washington
$448K – – –
LWA
1114
Lantern Wealth Advisors
New York
$446K +$425K +5,284 New
OWA
1115
Octavia Wealth Advisors
Ohio
$446K +$425K +5,284 New
SMA
1116
Sage Mountain Advisors
Georgia
$446K – – –
AC
1117
Abbrea Capital
California
$446K -$12.1K -150 -3%
ONST
1118
Old North State Trust
North Carolina
$446K +$424K +5,280 New
Bank of Nova Scotia
1119
Bank of Nova Scotia
Ontario, Canada
$446K – – –
SB
1120
Simmons Bank
Arkansas
$444K -$10.3K -128 -2%
GA
1121
Goldstein Advisors
Wisconsin
$444K -$4.42K -55 -1%
WWM
1122
WT Wealth Management
Arizona
$443K +$5.06K +63 +1%
PIFP
1123
Partners in Financial Planning
Virginia
$441K +$58.6K +730 +16%
KCM
1124
KRS Capital Management
Michigan
$441K – – –
EWA
1125
Emergent Wealth Advisors
New York
$438K +$370K +4,606 New