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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1526
Melfa Wealth Management
Massachusetts
$258K -$75.6K -750 -21%
RIM
1527
Rockbridge Investment Management
New York
$256K +$10.7K +106 +4%
OWA
1528
Octavia Wealth Advisors
Ohio
$256K +$42K +417 +18%
LLWM
1529
Life Line Wealth Management
California
$256K +$278K +2,753 New
YCM
1530
Yousif Capital Management
Michigan
$255K -$272K -2,695 -49%
MAG
1531
MRA Advisory Group
New Jersey
$255K +$202 +2 +0.1%
SAM
1532
SP Asset Management
California
$255K +$302 +3 +0.1%
NC
1533
NovaPoint Capital
Georgia
$254K +$276K +2,740 New
PSIWM
1534
Paradigm Strategies in Wealth Management
Minnesota
$254K – – –
SWM
1535
Silverlake Wealth Management
Vermont
$253K +$11.8K +117 +4%
KCPG
1536
Kavar Capital Partners Group
Kansas
$252K – – –
BFIM
1537
Beese Fulmer Investment Management
Ohio
$251K +$57.8K +573 +27%
AIM
1538
Avity Investment Management
Connecticut
$250K – – –
CPC
1539
Consolidated Planning Corp
Georgia
$250K -$907 -9 -0.3%
DTC
1540
Davidson Trust Company
Washington
$250K +$10.1K +100 +4%
TPW
1541
Talon Private Wealth
Florida
$249K +$5.75K +57 +2%
UAS
1542
United Asset Strategies
New York
$249K +$504 +5 +0.2%
CFSG
1543
Community Financial Services Group
Vermont
$248K -$75.6K -750 -22%
ACM
1544
Allred Capital Management
Texas
$248K +$13.5K +134 +5%
PP
1545
Patten & Patten
Tennessee
$247K – – –
CIBC World Market
1546
CIBC World Market
Ontario, Canada
$246K – – –
PSA
1547
Plum Street Advisors
Louisiana
$246K – – –
CCG
1548
Cypress Capital Group
Florida
$246K – – –
WPP
1549
Whalerock Point Partners
Rhode Island
$246K – – –
GCA
1550
Genesee Capital Advisors
New York
$245K – – –