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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
1301
Unique Wealth
Florida
$425K -$10.1K -100 -2%
BO
1302
Bank OZK
Arkansas
$425K +$23.1K +229 +5%
TC
1303
Trilogy Capital
California
$424K -$12.6K -125 -3%
JWM
1304
JFG Wealth Management
Colorado
$420K -$2.22K -22 -0.5%
WPA
1305
Wealth Preservation Advisors
Tennessee
$417K +$453K +4,493 New
SWA
1306
SFMG Wealth Advisors
Texas
$417K – – –
FAM
1307
Formidable Asset Management
Ohio
$417K – – –
CCM
1308
Condor Capital Management
New Jersey
$417K -$27.7K -275 -6%
SSW
1309
Stone Summit Wealth
Florida
$416K -$4.03K -40 -0.9%
Kayne Anderson Rudnick Investment Management
1310
Kayne Anderson Rudnick Investment Management
California
$414K – – –
WG
1311
Welch Group
Alabama
$413K +$67K +665 +17%
DWM
1312
Diversify Wealth Management
Utah
$413K -$7.46K -74 -2%
NDSI
1313
Newman Dignan & Sheerar Inc
Rhode Island
$413K -$55.8K -553 -11%
BFA
1314
Beaumont Financial Advisors
Massachusetts
$413K – – –
MSFS
1315
Main Street Financial Solutions
Pennsylvania
$413K -$504 -5 -0.1%
FSWA
1316
Financial Synergies Wealth Advisors
Texas
$413K +$504 +5 +0.1%
T
1317
TrueFG
Texas
$412K -$1.51K -15 -0.3%
MFG
1318
MidWestOne Financial Group
Iowa
$412K – – –
UAG
1319
United Advisor Group
Ohio
$410K +$5.95K +59 +1%
AFA
1320
Arlington Financial Advisors
California
$408K +$443K +4,396 New
ONST
1321
Old North State Trust
North Carolina
$408K – – –
BWM
1322
Brown Wealth Management
Illinois
$408K +$3.93K +39 +0.9%
CKAIS
1323
Christensen King & Associates Investment Services
Washington
$407K -$2.42K -24 -0.6%
BWM
1324
BCS Wealth Management
Tennessee
$407K -$706 -7 -0.2%
RZH
1325
Relyea Zuckerberg Hanson
Connecticut
$406K – – –