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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1326
Curtis Advisory Group
California
$581K
PL
1327
Parthenon LLC
Kentucky
$581K
PCI
1328
Planning Center Inc
Illinois
$581K
SWA
1329
SFMG Wealth Advisors
Texas
$578K +$9.14K +76 +2%
SFG
1330
Sage Financial Group
Pennsylvania
$578K
SWM
1331
Segment Wealth Management
Texas
$576K
CB
1332
Community Bank
New York
$576K -$153K -1,273 -20%
EW
1333
Enzi Wealth
Texas
$576K
UCB
1334
United Community Bank
South Carolina
$575K -$11.4K -95 -2%
BWM
1335
Base Wealth Management
Florida
$575K -$2.04K -17 -0.3%
MAS
1336
Meeder Advisory Services
Ohio
$575K +$130K +1,083 +27%
OCM
1337
Objective Capital Management
Ohio
$572K +$120 +1 +0%
TCOT
1338
Trust Company of Toledo
Ohio
$569K +$14.8K +123 +3%
GPA
1339
Garrison Point Advisors
California
$568K -$1.2K -10 -0.2%
LPFG
1340
Landing Point Financial Group
Ohio
$566K +$220K +1,826 +57%
G
1341
GenTrust
Florida
$566K
PPP
1342
Prism Planning Partners
Illinois
$565K -$13.7K -114 -2%
HA
1343
Huntleigh Advisors
Missouri
$564K -$181K -1,505 -23%
GWA
1344
Genesis Wealth Advisors
Massachusetts
$563K -$3.01K -25 -0.5%
LOWM
1345
Laurel Oak Wealth Management
New Jersey
$559K +$188K +1,560 +46%
Principal Financial Group
1346
Principal Financial Group
Iowa
$558K +$593K +4,929 New
SIC
1347
Samalin Investment Counsel
New York
$554K +$481 +4 +0.1%
CNC
1348
Canandaigua National Corp
New York
$553K +$588K +4,887 New
SI
1349
Stirlingshire Investments
New York
$552K -$6.25K -52 -1%
LWM
1350
Level Wealth Management
North Carolina
$552K