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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1376
SwitchPoint Financial Planning
Utah
$527K – – –
UW
1377
Unique Wealth
Florida
$525K +$5.53K +46 +1%
HWM
1378
Horizon Wealth Management
Illinois
$525K -$2.89K -24 -0.5%
FC
1379
Fusion Capital
South Carolina
$524K -$18.2K -151 -3%
NWA
1380
New World Advisors
Massachusetts
$522K -$1.32K -11 -0.2%
MCM
1381
Mengis Capital Management
Oregon
$522K -$5.77K -48 -1%
AIM
1382
Aspen Investment Management
Michigan
$521K +$6.74K +56 +1%
OCM
1383
One Capital Management
California
$520K – – –
RMAM
1384
Raab & Moskowitz Asset Management
New Jersey
$519K -$24.3K -202 -4%
VCA
1385
Verdence Capital Advisors
Maryland
$516K -$32.2K -268 -6%
BWM
1386
Brown Wealth Management
Illinois
$516K +$17.8K +148 +3%
BAM
1387
BOS Asset Management
Illinois
$514K – – –
FW
1388
Fairway Wealth
Ohio
$512K – – –
EP
1389
Edgestream Partners
New Jersey
$511K -$108K -898 -17%
IWN
1390
Independent Wealth Network
Iowa
$511K +$6.98K +58 +1%
PVI
1391
Pine Valley Investments
New Jersey
$510K +$56.2K +467 +12%
PWMAG
1392
Pinnacle Wealth Management Advisory Group
New Jersey
$509K -$16.7K -139 -3%
SP
1393
Sequent Planning
Nebraska
$507K +$80.8K +672 +18%
GWA
1394
Gutierrez Wealth Advisory
Arkansas
$505K -$13.7K -114 -2%
FFG
1395
Floyd Financial Group
Missouri
$504K – – –
BFA
1396
Beaumont Financial Advisors
Massachusetts
$504K – – –
FPCP
1397
Fort Point Capital Partners
California
$503K +$49.1K +408 +10%
WA
1398
Wealthstar Advisors
Texas
$502K +$5.41K +45 +1%
T
1399
TrueFG
Texas
$502K – – –
Kayne Anderson Rudnick Investment Management
1400
Kayne Anderson Rudnick Investment Management
California
$502K – – –