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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1301
Apollon Financial
South Carolina
$514K -$6.93K -70 -1%
GAG
1302
GM Advisory Group
New York
$514K
HWM
1303
Horizon Wealth Management
Illinois
$513K +$2.38K +24 +0.5%
MCM
1304
Mengis Capital Management
Oregon
$513K -$5.05K -51 -1%
BTWM
1305
Baker Tilly Wealth Management
Wisconsin
$513K -$2.08K -21 -0.4%
SFP
1306
SwitchPoint Financial Planning
Utah
$513K
SAM
1307
Summit Asset Management
Tennessee
$512K -$5.05K -51 -1%
AI
1308
Accredited Investors
Minnesota
$511K
DWM
1309
Drive Wealth Management
Utah
$510K +$458K +4,632 New
CWP
1310
Curated Wealth Partners
California
$509K -$280K -2,830 -38%
WAM
1311
WNY Asset Management
New York
$506K
UW
1312
Unique Wealth
Florida
$504K
DWM
1313
Diversify Wealth Management
Utah
$503K -$1.98K -20 -0.5%
WA
1314
Wealthstar Advisors
Texas
$500K +$235K +2,376 +110%
JWM
1315
JFG Wealth Management
Colorado
$498K -$198 -2 -0%
BFA
1316
Beaumont Financial Advisors
Massachusetts
$497K +$5.74K +58 +1%
AAS
1317
Annex Advisory Services
Wisconsin
$495K -$22.3K -225 -5%
MAM
1318
MWA Asset Management
Massachusetts
$495K +$102K +1,030 +30%
WPA
1319
Wealth Preservation Advisors
Tennessee
$495K
CCM
1320
Condor Capital Management
New Jersey
$494K
TC
1321
Trilogy Capital
California
$493K -$8.71K -88 -2%
NWA
1322
New World Advisors
Massachusetts
$493K +$443K +4,474 New
CCMG
1323
Clark Capital Management Group
Pennsylvania
$492K -$52.3K -528 -11%
Kayne Anderson Rudnick Investment Management
1324
Kayne Anderson Rudnick Investment Management
California
$491K
FSWA
1325
Financial Synergies Wealth Advisors
Texas
$490K +$495 +5 +0.1%