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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWIA
1201
Solano Wealth Investment Advisors
California
$619K +$609K +6,101 New
SIM
1202
Stratos Investment Management
Ohio
$615K +$122K +1,221 +25%
TCOTS
1203
Trust Company of the South
North Carolina
$612K – – –
CCA
1204
Conservest Capital Advisors
Pennsylvania
$611K – – –
Atlantic Union Bankshares
1205
Atlantic Union Bankshares
Virginia
$610K +$7.48K +75 +1%
OWA
1206
ORBA Wealth Advisors
Illinois
$606K – – –
FOR
1207
Family Office Research
Maryland
$606K +$595K +5,966 New
JWM
1208
JGP Wealth Management
Oregon
$605K +$6.08K +61 +1%
Trexquant Investment
1209
Trexquant Investment
Connecticut
$602K +$280K +2,807 +90%
FHA
1210
Flagship Harbor Advisors
Massachusetts
$599K +$100 +1 +0%
FWM
1211
FLP Wealth Management
Arkansas
$596K +$586K +5,874 New
Sax Wealth Advisors
1212
Sax Wealth Advisors
New Jersey
$588K +$599 +6 +0.1%
Klingman & Associates
1213
Klingman & Associates
New York
$587K – – –
AGWCA
1214
Annis Gardner Whiting Capital Advisors
Florida
$586K – – –
BIP Wealth
1215
BIP Wealth
Georgia
$582K +$200K +2,006 +54%
GWS
1216
Glassman Wealth Services
Virginia
$582K -$14.2K -142 -2%
BC
1217
Brio Consultants
California
$581K -$14.7K -147 -3%
CFA
1218
CWS Financial Advisors
Michigan
$580K +$299 +3 +0.1%
TIM
1219
Tortoise Investment Management
New York
$580K +$299 +3 +0.1%
PAM
1220
Palisade Asset Management
Minnesota
$579K – – –
GAMMA Investing
1221
GAMMA Investing
California
$573K – – –
GJWM
1222
Gilliland Jeter Wealth Management
Arkansas
$573K +$125K +1,253 +29%
EA
1223
Everpar Advisors
Oklahoma
$573K +$5.49K +55 +1%
RSA
1224
River Street Advisors
Illinois
$572K -$433K -4,343 -44%
CMP
1225
Courage Miller Partners
Virginia
$571K -$698 -7 -0.1%