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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NI
1801
Natural Investments
California
$259K +$250K +1,890 New
PPWP
1802
Premier Path Wealth Partners
New Jersey
$257K -$1.32K -10 -0.5%
PGAM
1803
Princeton Global Asset Management
New Jersey
$256K -$18.5K -140 -7%
First Manhattan
1804
First Manhattan
New York
$256K +$246K +1,865 New
FBFS
1805
First Business Financial Services
Wisconsin
$256K -$9.24K -70 -4%
IP
1806
Ignite Planners
California
$256K
WTA
1807
Washington Trust Advisors
Massachusetts
$255K
FPCG
1808
Forum Private Client Group
Indiana
$255K -$69.6K -527 -22%
TBFA
1809
Three Bearings Fiduciary Advisors
New Hampshire
$255K -$24K -182 -9%
IC
1810
Inscription Capital
Texas
$253K +$132 +1 +0.1%
RWM
1811
Rockline Wealth Management
New York
$253K
PP
1812
PDS Planning
Ohio
$253K +$243K +1,837 New
BWS
1813
Buck Wealth Strategies
Colorado
$252K -$1.39M -10,538 -85%
FWP
1814
Falcon Wealth Planning
California
$252K +$7.26K +55 +3%
SW
1815
Solidarity Wealth
Utah
$252K
Principal Financial Group
1816
Principal Financial Group
Iowa
$251K -$410K -3,104 -63%
KFP
1817
KMG Fiduciary Partners
Ohio
$250K -$8.68M -65,771 -97%
GRWP
1818
Green Ridge Wealth Planning
New Jersey
$250K
TWM
1819
Trinity Wealth Management
Pennsylvania
$250K +$240K +1,817 New
APW
1820
Aventura Private Wealth
Florida
$250K -$29.2K -221 -11%
BL
1821
BFSG LLC
California
$249K
MWM
1822
MinichMacGregor Wealth Management
New York
$249K +$239K +1,812 New
APW
1823
Axim Planning & Wealth
Ohio
$249K -$10.4K -79 -4%
AWM
1824
Abound Wealth Management
Tennessee
$249K +$132 +1 +0.1%
KCAM
1825
Kagan Cocozza Asset Management
New Jersey
$249K