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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Compass Wealth Management
Connecticut
$107K – – –
WTFG
1702
Wood Tarver Financial Group
Idaho
$102K – – –
MAS
1703
MPWM Advisory Solutions
Georgia
$101K – – –
MIA
1704
Milestone Investment Advisors
Wisconsin
$99.9K – – –
AF
1705
Atala Financial
California
$99.4K +$4.64K +46 +4%
APW
1706
Aventura Private Wealth
Florida
$98.8K +$19.3K +191 +22%
PCM
1707
Perritt Capital Management
Illinois
$98.6K +$101 +1 +0.1%
HC
1708
Hoese & Co
Minnesota
$95.8K – – –
IAS
1709
IMA Advisory Services
Colorado
$95.8K +$104K +1,031 New
RFA
1710
Register Financial Advisors
Georgia
$95.7K -$39K -387 -27%
AIM
1711
Anchor Investment Management
South Carolina
$93.5K +$101 +1 +0.1%
JFG
1712
JDM Financial Group
Texas
$92.5K – – –
PAI
1713
Pittenger & Anderson Inc
Nebraska
$89.6K -$65.5K -650 -40%
HIW
1714
Holos Integrated Wealth
Pennsylvania
$88.8K – – –
TAM
1715
Townsend Asset Management
North Carolina
$88.2K – – –
TAM
1716
Tucker Asset Management
Colorado
$86.8K -$11.9K -118 -11%
M
1717
MOTCO
Texas
$85.4K – – –
Balentine LLC
1718
Balentine LLC
Georgia
$81.1K – – –
HI
1719
Hoey Investments
Pennsylvania
$80.3K +$87.2K +865 New
WAOTB
1720
Wealth Advisors of Tampa Bay
Florida
$80.3K +$87.2K +865 New
ANBT
1721
American National Bank & Trust
Texas
$79.3K +$86.1K +854 New
OWA
1722
Opal Wealth Advisors
New York
$78.7K -$550K -5,452 -87%
GK
1723
Graney & King
New York
$78.4K – – –
BA
1724
Ballast Advisors
Minnesota
$77.8K -$2.62K -26 -3%
AIA
1725
Armor Investment Advisors
North Carolina
$77.8K – – –