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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1301
Gradient Capital Advisors
California
$660K
SW
1302
SMART Wealth
Nebraska
$658K +$211K +1,726 +48%
PWP
1303
Principle Wealth Partners
Connecticut
$656K
OC
1304
Oarsman Capital
Wisconsin
$654K +$293K +2,391 +82%
QWM
1305
Quadcap Wealth Management
Texas
$653K -$1.1K -9 -0.2%
GC
1306
Garde Capital
Washington
$653K -$345K -2,818 -35%
BWM
1307
BCGM Wealth Management
Indiana
$652K -$27K -221 -4%
OHIS
1308
Oak Harvest Investment Services
Texas
$651K +$367 +3 +0.1%
Bank of Nova Scotia
1309
Bank of Nova Scotia
Ontario, Canada
$651K
RSA
1310
River Street Advisors
Illinois
$651K -$91.8K -750 -12%
ONST
1311
Old North State Trust
North Carolina
$649K
CP
1312
Clarendon Private
Massachusetts
$647K +$734 +6 +0.1%
BHWM
1313
Bar Harbor Wealth Management
New Hampshire
$646K -$159K -1,302 -20%
OPWM
1314
Oakwell Private Wealth Management
Texas
$646K
KCM
1315
KRS Capital Management
Michigan
$644K
EIA
1316
Eldridge Investment Advisors
New Hampshire
$641K
WCM
1317
WealthBridge Capital Management
Ohio
$641K +$20.3K +166 +3%
SEM
1318
Strategic Equity Management
Arizona
$640K -$6.61K -54 -1%
UCB
1319
United Community Bank
South Carolina
$639K -$1.22K -10 -0.2%
ET
1320
Equitable Trust
Tennessee
$638K -$248K -2,027 -28%
OWA
1321
Oak Wealth Advisors
Illinois
$638K
AAS
1322
Annex Advisory Services
Wisconsin
$637K +$82.2K +672 +15%
CMP
1323
Courage Miller Partners
Virginia
$637K -$10.2K -83 -2%
GLR
1324
Great Lakes Retirement
Ohio
$636K +$631K +5,159 New
CAG
1325
Curtis Advisory Group
California
$633K -$4.9K -40 -0.8%