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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1351
Tucker Asset Management
Colorado
$647K +$249K +1,882 +67%
BFAG
1352
Blackston Financial Advisory Group
Florida
$645K -$14.7K -111 -2%
UW
1353
Unique Wealth
Florida
$644K +$4.49K +34 +0.7%
FF
1354
Francis Financial
$643K -$18.9K -143 -3%
CSF
1355
Capital Squared Financial
Maryland
$643K +$528 +4 +0.1%
HWM
1356
Horizon Wealth Management
Illinois
$642K +$3.96K +30 +0.6%
PA
1357
PSI Advisors
Florida
$641K +$64.4K +488 +12%
SFP
1358
SwitchPoint Financial Planning
Utah
$640K – – –
EPM
1359
Elm Partners Management
Pennsylvania
$639K +$31.4K +238 +5%
WA
1360
Wealthstar Advisors
Texas
$639K +$27.3K +207 +5%
PPP
1361
Prism Planning Partners
Illinois
$638K -$47.7K -361 -7%
BPWM
1362
Badgley Phelps Wealth Managers
Washington
$636K +$64.2K +486 +12%
NWA
1363
New World Advisors
Massachusetts
$634K – – –
MCM
1364
Mengis Capital Management
Oregon
$634K – – –
AIM
1365
Aspen Investment Management
Michigan
$634K – – –
CCM
1366
Condor Capital Management
New Jersey
$632K +$34.2K +259 +6%
MAM
1367
McLean Asset Management
Virginia
$632K – – –
RMAM
1368
Raab & Moskowitz Asset Management
New Jersey
$631K – – –
AWM
1369
Accurate Wealth Management
Florida
$630K +$2.38K +18 +0.4%
BWM
1370
Brown Wealth Management
Illinois
$627K – – –
BAM
1371
BOS Asset Management
Illinois
$625K – – –
PVI
1372
Pine Valley Investments
New Jersey
$625K +$4.62K +35 +0.8%
SI
1373
Stirlingshire Investments
New York
$625K -$44.5K -337 -7%
Loomis, Sayles & Company
1374
Loomis, Sayles & Company
Massachusetts
$624K -$133K -1,004 -18%
LOWM
1375
Laurel Oak Wealth Management
New Jersey
$624K -$52.8K -400 -8%