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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1601
Global Wealth Management Investment Advisory
Florida
$320K – – –
TAM
1602
Tucker Asset Management
Colorado
$319K +$14K +116 +4%
BMC
1603
Beaton Management Company
Massachusetts
$317K +$87.1K +724 +35%
OBWG
1604
Onyx Bridge Wealth Group
New York
$317K – – –
DIM
1605
Delta Investment Management
California
$317K -$20K -166 -6%
SFC
1606
SYM Financial Corp
Indiana
$316K -$6.62K -55 -2%
SWM
1607
Sagace Wealth Management
Florida
$316K – – –
ZIG
1608
Zullo Investment Group
Pennsylvania
$316K +$481 +4 +0.1%
PPW
1609
Presilium Private Wealth
Pennsylvania
$315K – – –
CP
1610
Cornerstone Planning
North Carolina
$315K – – –
MAG
1611
M3 Advisory Group
Massachusetts
$314K – – –
RCG
1612
Regatta Capital Group
California
$314K +$1.2K +10 +0.4%
PWPS
1613
Pinnacle Wealth Planning Services
Ohio
$314K – – –
MWM
1614
Mascoma Wealth Management
New Hampshire
$313K +$17.4K +145 +6%
SAM
1615
SP Asset Management
California
$312K +$241 +2 +0.1%
MAG
1616
MRA Advisory Group
New Jersey
$311K +$120 +1 +0%
Allspring Global Investments
1617
Allspring Global Investments
North Carolina
$311K +$310K +2,581 +1,912%
QC
1618
Quent Capital
New York
$310K -$1.56K -13 -0.5%
PSA
1619
Plum Street Advisors
Louisiana
$310K – – –
PSIWM
1620
Paradigm Strategies in Wealth Management
Minnesota
$309K – – –
MWM
1621
Melfa Wealth Management
Massachusetts
$308K – – –
KCM
1622
Kennicott Capital Management
California
$308K – – –
GFP
1623
Guardian Financial Partners
California
$308K +$120 +1 +0%
SFS
1624
Strategic Financial Services
New York
$308K +$327K +2,720 New
KCPG
1625
Kavar Capital Partners Group
Kansas
$307K – – –