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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1226
Schnieders Capital Management
California
$600K +$539K +5,450 New
SWM
1227
Segment Wealth Management
Texas
$597K – – –
CA
1228
Crewe Advisors
Utah
$596K +$198K +2,003 +59%
DFG
1229
Dynamic Financial Group
Iowa
$593K +$54.3K +549 +11%
QWM
1230
Quadcap Wealth Management
Texas
$591K – – –
GCA
1231
Gradient Capital Advisors
California
$589K – – –
PWP
1232
Principle Wealth Partners
Connecticut
$586K – – –
WFAG
1233
Worth Financial Advisory Group
North Carolina
$583K +$693 +7 +0.1%
NAAA
1234
New Age Alpha Advisors
New York
$583K +$177K +1,792 +51%
Bank of Nova Scotia
1235
Bank of Nova Scotia
Ontario, Canada
$581K – – –
OHIS
1236
Oak Harvest Investment Services
Texas
$581K +$32.9K +332 +7%
EW
1237
Enzi Wealth
Texas
$581K +$4.55K +46 +0.9%
CNBT
1238
Canandaigua National Bank & Trust
New York
$580K – – –
NRC
1239
New Republic Capital
North Carolina
$579K -$371K -3,749 -42%
CI
1240
CPR Investments
Michigan
$578K +$519K +5,247 New
CPSAC
1241
Chas P. Smith & Associates (CPS)
Florida
$577K -$133K -1,340 -20%
OPWM
1242
Oakwell Private Wealth Management
Texas
$577K – – –
CP
1243
Clarendon Private
Massachusetts
$577K +$594 +6 +0.1%
NA
1244
Novus Advisors
South Carolina
$576K -$13.8K -139 -3%
KCM
1245
KRS Capital Management
Michigan
$575K – – –
EIA
1246
Eldridge Investment Advisors
New Hampshire
$573K – – –
UCB
1247
United Community Bank
South Carolina
$572K +$194K +1,961 +61%
CWA
1248
Crux Wealth Advisors
California
$572K -$704K -7,116 -58%
WG
1249
Welch Group
Alabama
$572K +$72.2K +729 +16%
BBPWM
1250
Blue Bell Private Wealth Management
Pennsylvania
$572K -$2.57K -26 -0.5%