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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1226
Brandywine Oak Private Wealth
Pennsylvania
$667K – – –
WFAG
1227
Worth Financial Advisory Group
North Carolina
$666K +$25.1K +218 +4%
BWM
1228
BCGM Wealth Management
Indiana
$665K +$345 +3 +0.1%
GA
1229
Goldstein Advisors
Wisconsin
$662K +$37.1K +323 +6%
OWA
1230
ORBA Wealth Advisors
Illinois
$661K – – –
PW
1231
PUREfi Wealth
Massachusetts
$661K -$60.7K -528 -9%
GWA
1232
Gutierrez Wealth Advisory
Arkansas
$659K -$1.26K -11 -0.2%
IA
1233
IFC Advisors
California
$653K -$12.2K -106 -2%
DWM
1234
Dakota Wealth Management
Florida
$652K -$141K -1,223 -18%
OSNBOA
1235
Old Second National Bank of Aurora
Illinois
$652K -$46K -400 -7%
CNBT
1236
Canandaigua National Bank & Trust
New York
$652K +$15.1K +131 +2%
DFG
1237
Dynamic Financial Group
Iowa
$650K +$230 +2 +0%
GCA
1238
Gradient Capital Advisors
California
$646K – – –
PWP
1239
Principle Wealth Partners
Connecticut
$642K – – –
RWM
1240
Ritholtz Wealth Management
New York
$641K -$57K -496 -9%
QWM
1241
Quadcap Wealth Management
Texas
$641K -$6.9K -60 -1%
OHIS
1242
Oak Harvest Investment Services
Texas
$637K +$345 +3 +0.1%
Bank of Nova Scotia
1243
Bank of Nova Scotia
Ontario, Canada
$637K – – –
CA
1244
Crewe Advisors
Utah
$637K -$15.5K -135 -2%
ONST
1245
Old North State Trust
North Carolina
$636K +$25.1K +218 +4%
NAS
1246
NWF Advisory Services
California
$635K +$47.6K +414 +9%
SEM
1247
Strategic Equity Management
Arizona
$634K +$13.9K +121 +2%
CMP
1248
Courage Miller Partners
Virginia
$634K -$43K -374 -7%
CP
1249
Clarendon Private
Massachusetts
$633K +$690 +6 +0.1%
OPWM
1250
Oakwell Private Wealth Management
Texas
$633K – – –