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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1301
ORBA Wealth Advisors
Illinois
$620K – – –
Oppenheimer Asset Management
1302
Oppenheimer Asset Management
New York
$618K +$46.7K +388 +8%
CP
1303
Clarendon Private
Massachusetts
$615K +$22.9K +190 +4%
Scotia Capital
1304
Scotia Capital
Ontario, Canada
$613K -$371K -3,085 -36%
MSFS
1305
Main Street Financial Solutions
Pennsylvania
$613K +$116K +968 +22%
SWP
1306
Stone Wealth Partners
Louisiana
$611K +$241K +2,006 +59%
DFG
1307
Dynamic Financial Group
Iowa
$610K +$241 +2 +0%
QWM
1308
Quadcap Wealth Management
Texas
$609K +$10.7K +89 +2%
BOPW
1309
Brandywine Oak Private Wealth
Pennsylvania
$609K – – –
CPSAC
1310
Chas P. Smith & Associates (CPS)
Florida
$607K -$38.5K -320 -6%
GCA
1311
Gradient Capital Advisors
California
$605K – – –
BMWM
1312
Brown Miller Wealth Management
Virginia
$604K +$72.5K +603 +13%
IRC
1313
Investors Research Corp
Georgia
$604K +$78.3K +651 +14%
PWP
1314
Principle Wealth Partners
Connecticut
$602K – – –
Bank of Nova Scotia
1315
Bank of Nova Scotia
Ontario, Canada
$597K – – –
ONST
1316
Old North State Trust
North Carolina
$596K – – –
SCA
1317
Strathmore Capital Advisors
North Carolina
$595K +$551K +4,585 New
OPWM
1318
Oakwell Private Wealth Management
Texas
$593K – – –
PAM
1319
Palisade Asset Management
Minnesota
$592K +$15.4K +128 +3%
WAM
1320
WNY Asset Management
New York
$591K +$628K +5,225 New
KCM
1321
KRS Capital Management
Michigan
$591K – – –
EIA
1322
Eldridge Investment Advisors
New Hampshire
$588K – – –
TC
1323
Trilogy Capital
California
$587K +$124K +1,033 +25%
ET
1324
Equitable Trust
Tennessee
$586K – – –
Annex Advisory Services
1325
Annex Advisory Services
Wisconsin
$585K – – –