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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1151
Capital Directions Investment Advisors
Georgia
$78.2K +$80.2K +1,336 New
JFG
1152
JDM Financial Group
Texas
$76K +$78.1K +1,300 New
RTL
1153
Red Tortoise LLC
Georgia
$75.8K +$77.8K +1,296 New
WBC
1154
West Branch Capital
Massachusetts
$75.7K -$74.3K -1,237 -49%
CWAF
1155
Core Wealth Advisors (Florida)
Florida
$75.6K – – –
IIL
1156
Insight Inv LLC
California
$74.9K – – –
CWP
1157
Concord Wealth Partners
Virginia
$74.5K +$76.5K +1,274 New
SC
1158
Sawyer & Company
Massachusetts
$72K -$55.6K -926 -43%
AP
1159
Atwood & Palmer
Missouri
$70.2K – – –
AWM
1160
Accel Wealth Management
Iowa
$70.1K – – –
MPCL
1161
My Personal CFO LLC
Washington
$68.9K +$60 +1 New
BA
1162
Ballast Advisors
Minnesota
$67.8K -$4.5K -75 -6%
FCMT
1163
Founders Capital Management (Texas)
Texas
$67K – – –
MHR
1164
Matthew Hamilton Rosenberg
$66.9K -$31.9K -532 -32%
TAM
1165
Townsend Asset Management
North Carolina
$65.6K +$60 +1 +0.1%
LFA
1166
Level Financial Advisors
New York
$63K – – –
MIA
1167
Milestone Investment Advisors
Wisconsin
$62.9K +$64.6K +1,076 New
RA
1168
Rise Advisors
New York
$62.4K +$180 +3 +0.3%
SSC
1169
Syverson Strege & Co
Iowa
$59.7K – – –
MSCM
1170
McElhenny Sheffield Capital Management
Texas
$59.7K +$61.2K +1,020 New
VCM
1171
Vigilant Capital Management
Maine
$59K -$16.8K -280 -22%
TA
1172
Tectonic Advisors
Texas
$58.9K – – –
MAWA
1173
Moss Adams Wealth Advisors
Washington
$58.5K +$60K +1,000 New
HS
1174
Horan Securities
United States
$57.6K +$56.2K +936 +1,910%
EWM
1175
Endurance Wealth Management
Rhode Island
$56K – – –