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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$46.6M +$14.2M +115,761 +44%
EWA
102
Encompass Wealth Advisors
Oregon
$46.1M -$509K -4,162 -1%
MPW
103
MA Private Wealth
California
$46M -$2.13M -17,375 -4%
AWA
104
Arkadios Wealth Advisors
Georgia
$46M +$9.94M +81,215 +28%
CA
105
Clearstead Advisors
Ohio
$45.5M +$319K +2,606 +0.7%
LF
106
Lee Financial
Texas
$44.5M -$159K -1,302 -0.4%
FLA
107
Financial Life Advisors
Texas
$43.8M -$1.86M -15,231 -4%
SHJ
108
Sharkey, Howes & Javer
Colorado
$43.5M +$3.08M +25,127 +8%
PSP
109
Principal Street Partners
Tennessee
$43.4M +$37.1K +303 +0.1%
TAP
110
TSG Advice Partners
Ohio
$43.2M +$42.9M +350,318 New
1IA
111
1834 Investment Advisors
Wisconsin
$43.1M -$1.47M -11,988 -3%
Corient Private Wealth
112
Corient Private Wealth
Florida
$42.4M +$4.92M +40,192 +13%
CFS
113
CGC Financial Services
Oregon
$41.7M +$303K +2,473 +0.7%
FWMM
114
Foundation Wealth Management (Missouri)
Missouri
$41.5M -$2.14M -17,460 -5%
BB
115
Busey Bank
Illinois
$41.3M -$223K -1,819 -0.5%
LWP
116
LMG Wealth Partners
Louisiana
$41.3M +$95.8K +783 +0.2%
DWM
117
Dynasty Wealth Management
Florida
$41.3M +$2.33M +19,012 +6%
Citigroup
118
Citigroup
New York
$40.3M -$2.02M -16,530 -5%
PWM
119
Praetorian Wealth Management
California
$39.2M -$189K -1,548 -0.5%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$39.2M -$668K -5,454 -2%
GT
121
Greenleaf Trust
Michigan
$39.1M -$2.69M -21,989 -6%
BCI
122
Brinker Capital Investments
Pennsylvania
$39M +$3.42M +27,929 +10%
SWP
123
Sagespring Wealth Partners
Tennessee
$38.2M +$3.28M +26,818 +9%
ANB
124
Amarillo National Bank
Texas
$37.6M -$498K -4,072 -1%
BPA
125
Beacon Pointe Advisors
California
$37.3M +$6.61M +53,968 +22%