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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1251
Principle Wealth Partners
Connecticut
$540K – – –
MMM
1252
Mendel Money Management
Illinois
$539K +$29.5K +296 +6%
DIA
1253
Dana Investment Advisors
Wisconsin
$538K – – –
WFAG
1254
Worth Financial Advisory Group
North Carolina
$538K +$6.29K +63 +1%
Bank of Nova Scotia
1255
Bank of Nova Scotia
Ontario, Canada
$536K – – –
CNBT
1256
Canandaigua National Bank & Trust
New York
$535K -$4.79K -48 -0.9%
CPSAC
1257
Chas P. Smith & Associates (CPS)
Florida
$535K -$46.3K -464 -8%
QP
1258
Quartz Partners
New York
$535K -$112K -1,120 -18%
WS
1259
Wedbush Securities
California
$534K +$97.3K +975 +23%
HB
1260
HTLF Bank
Colorado
$533K +$10.4K +104 +2%
OPWM
1261
Oakwell Private Wealth Management
Texas
$532K – – –
BBPWM
1262
Blue Bell Private Wealth Management
Pennsylvania
$531K -$54.4K -545 -9%
CP
1263
Clarendon Private
Massachusetts
$531K +$521K +5,227 New
KCM
1264
KRS Capital Management
Michigan
$530K – – –
SWM
1265
Segment Wealth Management
Texas
$530K – – –
EIA
1266
Eldridge Investment Advisors
New Hampshire
$528K -$76.2K -764 -13%
FF
1267
Francis Financial
$526K -$3.99K -40 -0.8%
GA
1268
Goldstein Advisors
Wisconsin
$526K -$41.1K -412 -7%
PL
1269
Parthenon LLC
Kentucky
$521K -$138K -1,380 -21%
BHPW
1270
Beverly Hills Private Wealth
California
$520K -$119K -1,192 -19%
LG
1271
LaFleur & Godfrey
Michigan
$517K – – –
PMFA
1272
Plante Moran Financial Advisors
Michigan
$516K +$12.7K +127 +3%
FIM
1273
Fernwood Investment Management
Massachusetts
$515K -$384K -3,850 -43%
FRA
1274
Front Row Advisors
California
$515K – – –
OP
1275
ORG Partners
Indiana
$514K -$60.9K -610 -11%