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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1151
Parsons Capital Management
Rhode Island
-$200K -3,132 Closed
SIS
1152
SVB Investment Services
Utah
-$189K -2,960 Closed
FWM
1153
FSA Wealth Management
Massachusetts
-$168K -2,640 Closed
Qube Research & Technologies (QRT)
1154
Qube Research & Technologies (QRT)
United Kingdom
-$124K -1,938 Closed
CDIA
1155
Capital Directions Investment Advisors
Georgia
-$108K -1,700 Closed
GWM
1156
Greenhouse Wealth Management
Connecticut
-$104K -1,632 Closed
MCM
1157
McMillion Capital Management
North Carolina
-$88K -1,384 Closed
Vontobel Holding
1158
Vontobel Holding
Switzerland
-$80K -1,252 Closed
PCA
1159
Peddock Capital Advisors
Massachusetts
-$79K -1,232 Closed
SFG
1160
Sowa Financial Group
Rhode Island
-$79K -1,232 Closed
CTFG
1161
Capstone Triton Financial Group
Oklahoma
-$76K -1,188 Closed
RPWA
1162
Regent Peak Wealth Advisors
Georgia
-$72K -1,136 Closed
HGWM
1163
Harvest Group Wealth Management
Massachusetts
-$70K -1,096 Closed
PFO
1164
Pathstone Family Office
New Jersey
-$61K -949 Closed
ICP
1165
Interchange Capital Partners
Pennsylvania
-$56K -878 Closed
D
1166
Diversified
Delaware
-$138K -597 Closed
FPCG
1167
Fort Pitt Capital Group
Pennsylvania
-$31K -492 Closed
CIM
1168
Contravisory Investment Management
Massachusetts
-$22K -350 Closed
IA
1169
Inspire Advisors
Idaho
-$20K -320 Closed
GA
1170
GoalVest Advisory
New York
-$16K -252 Closed
OIM
1171
Oder Investment Management
California
-$10K -168 Closed
LGA
1172
Lebenthal Global Advisors
New York
-$6K -101 Closed
UFF
1173
USA Financial Formulas
Michigan
-$6K -96 Closed
TIAM2
1174
Tru Independence Asset Management 2
Oregon
-$5K -72 Closed
ACA
1175
Aptus Capital Advisors
Alabama
-$3K -53 Closed