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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1326
Walled Lake Planning & Wealth Management
Illinois
$456K -$18.1K -181 -4%
SWA
1327
SFMG Wealth Advisors
Texas
$456K -$3.19K -32 -0.7%
FAM
1328
Formidable Asset Management
Ohio
$456K -$16K -160 -3%
PPP
1329
Private Portfolio Partners
New Jersey
$453K +$2.49K +25 +0.6%
SFG
1330
SNS Financial Group
Minnesota
$453K – – –
Kayne Anderson Rudnick Investment Management
1331
Kayne Anderson Rudnick Investment Management
California
$453K – – –
MSFS
1332
Main Street Financial Solutions
Pennsylvania
$452K +$18K +180 +4%
BFA
1333
Beaumont Financial Advisors
Massachusetts
$452K – – –
T
1334
TrueFG
Texas
$452K +$1.5K +15 +0.3%
FSWA
1335
Financial Synergies Wealth Advisors
Texas
$451K +$76.6K +768 +21%
MFG
1336
MidWestOne Financial Group
Iowa
$450K – – –
AAP
1337
Arax Advisory Partners
Colorado
$450K -$1.44M -14,472 -77%
DWM
1338
Diversify Wealth Management
Utah
$449K -$2.19K -22 -0.5%
BWM
1339
BCS Wealth Management
Tennessee
$446K +$438K +4,395 New
PW
1340
PUREfi Wealth
Massachusetts
$445K +$438K +4,386 New
RZH
1341
Relyea Zuckerberg Hanson
Connecticut
$444K – – –
UAG
1342
United Advisor Group
Ohio
$443K +$36.3K +364 +9%
GC
1343
Guidance Capital
Kentucky
$442K -$2.81M -28,154 -87%
BWM
1344
Brown Wealth Management
Illinois
$442K -$1.4K -14 -0.3%
CKAIS
1345
Christensen King & Associates Investment Services
Washington
$441K +$100 +1 +0%
BO
1346
Bank OZK
Arkansas
$441K -$18.3K -183 -4%
NEWAS
1347
N.E.W. Advisory Services
Wisconsin
$437K – – –
BTWM
1348
Baker Tilly Wealth Management
Wisconsin
$436K +$429K +4,296 New
ERIC
1349
Eagle Rock Investment Company
Georgia
$429K – – –
WH
1350
Willner & Heller
California
$429K -$5.39K -54 -1%