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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1626
Pinnacle Wealth Planning Services
Ohio
$342K -$50.5K -413 -13%
RCG
1627
Regatta Capital Group
California
$341K -$17.1K -140 -5%
QC
1628
Quent Capital
New York
$340K +$33.5K +274 +11%
QLSGSCF
1629
Quent Long Short Global Small Cap Fund
New York
$340K +$338K +2,758 New
SAM
1630
SP Asset Management
California
$340K +$367 +3 +0.1%
MAG
1631
MRA Advisory Group
New Jersey
$339K +$245 +2 +0.1%
RIM
1632
Rockbridge Investment Management
New York
$338K -$2.33K -19 -0.7%
PSA
1633
Plum Street Advisors
Louisiana
$338K – – –
PSIWM
1634
Paradigm Strategies in Wealth Management
Minnesota
$337K – – –
MWM
1635
Melfa Wealth Management
Massachusetts
$336K -$6.12K -50 -2%
KCM
1636
Kennicott Capital Management
California
$336K – – –
GWM
1637
Gibbs Wealth Management
Georgia
$335K +$26.7K +218 +9%
BWFA
1638
Baltimore-Washington Financial Advisors
Maryland
$335K +$54.3K +444 +20%
GFP
1639
Guardian Financial Partners
California
$335K +$333K +2,719 New
KCPG
1640
Kavar Capital Partners Group
Kansas
$335K – – –
JCM
1641
Jag Capital Management
Missouri
$334K -$36K -294 -10%
TAM
1642
Tucker Asset Management
Colorado
$333K +$29.1K +238 +10%
EIG
1643
Ellenbecker Investment Group
Wisconsin
$332K +$50.1K +409 +18%
LWM
1644
LJI Wealth Management
Indiana
$332K – – –
CFSG
1645
Community Financial Services Group
Vermont
$330K – – –
ACA
1646
Aspire Capital Advisors
Washington
$329K +$327K +2,673 New
UAS
1647
United Asset Strategies
New York
$329K – – –
BMWS
1648
Brady Martz Wealth Solutions
North Dakota
$329K – – –
ML
1649
McAdam LLC
Pennsylvania
$328K -$5.26K -43 -2%
CCG
1650
Cypress Capital Group
Florida
$327K – – –