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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1301
Oakwell Private Wealth Management
Texas
$721K – – –
PAM
1302
Palisade Asset Management
Minnesota
$720K – – –
KCM
1303
KRS Capital Management
Michigan
$718K – – –
VFS
1304
Valpey Financial Services
New Hampshire
$717K -$104K -791 -13%
EIA
1305
Eldridge Investment Advisors
New Hampshire
$715K – – –
SP
1306
Sequent Planning
Nebraska
$714K +$93.5K +708 +16%
OHIS
1307
Oak Harvest Investment Services
Texas
$711K +$264 +2 +0%
HFS
1308
Howard Financial Services
Texas
$710K +$56.8K +430 +9%
CAG
1309
Curtis Advisory Group
California
$707K – – –
PL
1310
Parthenon LLC
Kentucky
$706K – – –
PCI
1311
Planning Center Inc
Illinois
$706K – – –
CMP
1312
Courage Miller Partners
Virginia
$704K -$2.9K -22 -0.4%
FB
1313
Fulton Bank
Pennsylvania
$702K -$56.9K -431 -8%
SWM
1314
Segment Wealth Management
Texas
$701K – – –
ONST
1315
Old North State Trust
North Carolina
$699K -$24.4K -185 -4%
TCOT
1316
Trust Company of Toledo
Ohio
$699K +$6.73K +51 +1%
IMC Chicago
1317
IMC Chicago
Illinois
$697K -$54.8K -415 -8%
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
$697K -$660 -5 -0.1%
ICMM
1319
Integrated Capital Management (Michigan)
Michigan
$696K -$166K -1,257 -20%
TC
1320
Trilogy Capital
California
$695K -$18.2K -138 -3%
OCM
1321
Objective Capital Management
Ohio
$695K – – –
GPA
1322
Garrison Point Advisors
California
$692K +$396 +3 +0.1%
G
1323
GenTrust
Florida
$688K – – –
HA
1324
Huntleigh Advisors
Missouri
$685K – – –
FRA
1325
Front Row Advisors
California
$683K -$2.64K -20 -0.4%