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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1226
Pinnacle Family Advisors
Missouri
$725K +$22.5K +187 +3%
AC
1227
Annandale Capital
Texas
$725K -$64.9K -540 -8%
BAMG
1228
Brand Asset Management Group
Missouri
$725K +$153K +1,270 +25%
HW
1229
HORAN Wealth
Ohio
$724K +$357K +2,967 +100%
Baker Avenue Asset Management
1230
Baker Avenue Asset Management
California
$722K – – –
Park National Corp
1231
Park National Corp
Ohio
$721K -$20.4K -170 -3%
CA
1232
Claro Advisors
Massachusetts
$720K -$27.9K -232 -4%
Dakota Wealth Management
1233
Dakota Wealth Management
Florida
$719K +$3.73K +31 +0.5%
Williams Jones Wealth Management
1234
Williams Jones Wealth Management
New York
$717K – – –
GIA
1235
Guyasuta Investment Advisors
Pennsylvania
$715K – – –
SAG
1236
Sentinel Advisory Group
Wisconsin
$715K +$760K +6,322 New
MMPW
1237
Mitchell McLeod Pugh & Williams
Alabama
$715K – – –
ICMM
1238
Integrated Capital Management (Michigan)
Michigan
$715K +$601 +5 +0.1%
WA1
1239
Wimmer Associates 1
California
$713K – – –
Journey Strategic Wealth
1240
Journey Strategic Wealth
New Jersey
$712K +$2.89K +24 +0.4%
TC
1241
Town Capital
Maryland
$709K -$2.18M -18,164 -74%
MWA
1242
Monograph Wealth Advisors
California
$708K – – –
MCA
1243
Midwest Capital Advisors
Michigan
$707K – – –
AFG
1244
ABLE Financial Group
Arizona
$707K – – –
FEM
1245
Fulcrum Equity Management
Texas
$704K +$22.1K +184 +3%
NRC
1246
New Republic Capital
North Carolina
$702K -$66.8K -555 -8%
CWP
1247
Clark Wealth Partners
Illinois
$699K -$18.3K -152 -2%
LEA
1248
Legacy Edge Advisors
New York
$698K -$5.29K -44 -0.7%
CA
1249
CGN Advisors
Kansas
$698K – – –
Caprock Group
1250
Caprock Group
Idaho
$693K -$12.1K -101 -2%