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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1901
Indiana Trust & Investment Management
Indiana
$179K – – –
HFS
1902
Hantz Financial Services
Michigan
$174K +$612 +5 +0.4%
CFFP
1903
Center for Financial Planning
Michigan
$169K -$26.3K -215 -14%
HAP
1904
Harbor Asset Planning
Massachusetts
$166K +$245 +2 +0.1%
EWM
1905
Evermay Wealth Management
Virginia
$165K -$36K -294 -18%
CSWG
1906
Cardinal Strategic Wealth Guidance
Kentucky
$163K – – –
TFG
1907
Team Financial Group
California
$162K +$7.34K +60 +5%
RTL
1908
Red Tortoise LLC
Georgia
$162K – – –
WWM
1909
Wolff Wiese Magana
California
$155K -$3.06K -25 -2%
BTD
1910
BankPlus Trust Department
Mississippi
$147K +$102K +835 +235%
CT
1911
Clearstead Trust
Maine
$144K – – –
HI
1912
Horizon Investments
North Carolina
$138K +$137K +1,121 New
PWM
1913
Peck Wealth Management
New York
$138K – – –
IIL
1914
Insight Inv LLC
California
$137K -$10K -82 -7%
MAS
1915
MPWM Advisory Solutions
Georgia
$135K – – –
WBC
1916
West Branch Capital
Massachusetts
$134K +$122 +1 +0.1%
MIA
1917
Milestone Investment Advisors
Wisconsin
$133K – – –
APW
1918
Aventura Private Wealth
Florida
$131K +$122 +1 +0.1%
SC
1919
SouthState Corp
Florida
$129K -$40.4K -330 -24%
BC
1920
Bulwark Capital
Florida
$129K – – –
AG
1921
AmeriFlex Group
Nevada
$128K +$17.7K +145 +16%
HC
1922
Hoese & Co
Minnesota
$127K – – –
IAS
1923
IMA Advisory Services
Colorado
$127K – – –
RIA
1924
Realta Investment Advisors
Delaware
$126K -$490 -4 -0.4%
RFA
1925
Register Financial Advisors
Georgia
$126K -$979 -8 -0.8%