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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1801
Stewardship Advisors
Pennsylvania
$242K +$26.8K +219 +13%
PWC
1802
Pathfinder Wealth Consulting
North Carolina
$242K +$241K +1,966 New
WPW
1803
Waldron Private Wealth
Pennsylvania
$242K – – –
EPW
1804
Evolve Private Wealth
California
$242K +$240K +1,961 New
IP
1805
Ignite Planners
California
$241K +$10.8K +88 +5%
AA
1806
Aire Advisors
California
$241K – – –
FNBOMD
1807
First National Bank of Mount Dora
Florida
$240K – – –
VWA
1808
VSM Wealth Advisory
Maryland
$240K +$245 +2 +0.1%
TI
1809
Tidal Investments
Wisconsin
$240K – – –
CWM
1810
Centric Wealth Management
Illinois
$240K +$122 +1 +0.1%
DPW
1811
DiNuzzo Private Wealth
Pennsylvania
$239K – – –
FBFS
1812
First Business Financial Services
Wisconsin
$238K – – –
WIC
1813
Willis Investment Counsel
Georgia
$238K – – –
BA
1814
Bluesphere Advisors
Pennsylvania
$238K – – –
APW
1815
Axim Planning & Wealth
Ohio
$237K -$31.5K -257 -12%
PAW
1816
Plan A Wealth
Nebraska
$237K – – –
IW
1817
Imprint Wealth
South Carolina
$236K -$545K -4,451 -70%
BTIM
1818
BancFirst Trust & Investment Management
Oklahoma
$235K – – –
PGF
1819
Plan Group Financial
Oklahoma
$235K -$43.7K -357 -16%
FAG
1820
Fortitude Advisory Group
Washington
$234K – – –
PWM
1821
Proathlete Wealth Management
Florida
$234K -$16.4K -134 -7%
ZBNA
1822
Zions Bancorporation, National Association
Utah
$233K – – –
CC
1823
Chicago Capital
Illinois
$232K -$49.6K -405 -18%
RFG
1824
REAP Financial Group
Texas
$232K -$17.1K -140 -7%
MFPI
1825
Midwest Financial Partners Investments
Minnesota
$232K +$230K +1,880 New