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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
1401
Independent Wealth Network
Iowa
$549K +$136K +1,113 +33%
FOR
1402
Family Office Research
Maryland
$549K -$24.5K -200 -4%
BFA
1403
Beaumont Financial Advisors
Massachusetts
$549K -$7.1K -58 -1%
MSFS
1404
Main Street Financial Solutions
Pennsylvania
$548K -$46.9K -383 -8%
T
1405
TrueFG
Texas
$547K – – –
Kayne Anderson Rudnick Investment Management
1406
Kayne Anderson Rudnick Investment Management
California
$547K -$2.57K -21 -0.5%
MAM
1407
MWA Asset Management
Massachusetts
$544K -$33.9K -277 -6%
SCM
1408
SB Capital Management
California
$544K +$540K +4,414 New
BWM
1409
Brown Wealth Management
Illinois
$544K -$367 -3 -0.1%
EPM
1410
Elm Partners Management
Pennsylvania
$543K +$612 +5 +0.1%
GT
1411
GreatBanc Trust
Illinois
$542K -$24.5K -200 -4%
WA
1412
Wealthstar Advisors
Texas
$542K -$1.59K -13 -0.3%
IP
1413
Indivisible Partners
Florida
$541K +$538K +4,393 New
VCM
1414
Versant Capital Management
Arizona
$541K – – –
RZH
1415
Relyea Zuckerberg Hanson
Connecticut
$539K – – –
FWWM
1416
Fiscal Wisdom Wealth Management
Connecticut
$537K +$116K +944 +28%
CCM
1417
Condor Capital Management
New Jersey
$536K -$4.9K -40 -0.9%
MNA
1418
Manning & Napier Advisors
New York
$535K -$74.2K -606 -12%
BPWM
1419
Badgley Phelps Wealth Managers
Washington
$535K -$359K -2,936 -40%
VWA
1420
Visionary Wealth Advisors
Illinois
$534K -$47.9K -391 -8%
STCOSD
1421
Sageworth Trust Company of South Dakota
South Dakota
$534K -$303K -2,474 -36%
TA
1422
TrueWealth Advisors
Alabama
$532K +$31K +253 +6%
LB
1423
Legacy Bridge
Iowa
$531K – – –
PP
1424
Patten & Patten
Tennessee
$529K +$6.98K +57 +1%
BO
1425
Bank OZK
Arkansas
$527K – – –