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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1326
Diversify Wealth Management
Utah
$545K – – –
BFA
1327
Beaumont Financial Advisors
Massachusetts
$544K – – –
AAS
1328
Annex Advisory Services
Wisconsin
$543K -$115 -1 -0%
WPA
1329
Wealth Preservation Advisors
Tennessee
$542K – – –
NWA
1330
New World Advisors
Massachusetts
$540K – – –
LFG
1331
Larson Financial Group
Missouri
$539K +$59.6K +518 +13%
Kayne Anderson Rudnick Investment Management
1332
Kayne Anderson Rudnick Investment Management
California
$538K – – –
BAMG
1333
Brand Asset Management Group
Missouri
$538K +$177K +1,538 +53%
T
1334
TrueFG
Texas
$536K – – –
MFG
1335
MidWestOne Financial Group
Iowa
$535K – – –
CFMC
1336
Curbstone Financial Management Corp
New Hampshire
$534K +$508K +4,420 New
BWM
1337
Brown Wealth Management
Illinois
$533K -$575 -5 -0.1%
WA
1338
Wealthstar Advisors
Texas
$532K -$15.4K -134 -3%
EPM
1339
Elm Partners Management
Pennsylvania
$531K +$506K +4,401 New
VCM
1340
Versant Capital Management
Arizona
$530K – – –
CCM
1341
Condor Capital Management
New Jersey
$530K -$11.5K -100 -2%
RZH
1342
Relyea Zuckerberg Hanson
Connecticut
$528K – – –
TWP
1343
TFO Wealth Partners
Ohio
$528K – – –
BMWM
1344
Brown Miller Wealth Management
Virginia
$521K +$497K +4,320 New
CI
1345
CPR Investments
Michigan
$521K -$107K -930 -18%
IRC
1346
Investors Research Corp
Georgia
$520K +$94K +817 +23%
SSW
1347
Stone Summit Wealth
Florida
$520K -$16.3K -142 -3%
LB
1348
Legacy Bridge
Iowa
$520K – – –
GI
1349
GLOBALT Investments
Georgia
$520K -$69K -600 -12%
HCWM
1350
Hidden Cove Wealth Management
Washington
$518K -$1.84K -16 -0.4%