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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCB
251
Cutter & Co Brokerage
Missouri
$755K +$411K +15,052 +126%
HCMNY
252
Howard Capital Management (New York)
New York
$715K
NEPWA
253
New England Private Wealth Advisors
Massachusetts
$695K +$2.08K +76 +0.3%
OWD
254
Osborn Williams & Donohoe
Ohio
$684K -$109K -4,000 -14%
DSC
255
Duncker Streett & Co
Missouri
$680K -$31.8K -1,164 -5%
IB
256
Intrust Bank
Kansas
$665K
PFS
257
Prospera Financial Services
Texas
$663K -$15K -548 -2%
TI
258
Truepoint Inc
Ohio
$660K +$31.7K +1,160 +5%
Mariner
259
Mariner
Kansas
$655K +$171K +6,248 +36%
VWM
260
Valley Wealth Managers
New Jersey
$654K +$41.7K +1,528 +7%
SHGA
261
Sand Hill Global Advisors
California
$651K -$19.5K -712 -3%
CIA
262
Choate Investment Advisors
Massachusetts
$651K +$290K +10,600 +83%
TFCP
263
Twin Focus Capital Partners
Massachusetts
$646K -$113K -4,144 -15%
NPF
264
Norris Perne & French
Michigan
$635K -$72.7K -2,660 -10%
CIM
265
Confluence Investment Management
Missouri
$631K -$80.3K -2,940 -12%
DDC
266
DF Dent & Co
Maryland
$630K +$617K +22,584 New
FCI
267
Financial Counselors Inc
Kansas
$614K
GT
268
Glenview Trust
Kentucky
$613K +$600K +21,956 New
SWA
269
SFMG Wealth Advisors
Texas
$609K +$109 +4 +0%
JFG
270
JMG Financial Group
Illinois
$604K -$41.6K -1,524 -7%
JWBC
271
J.W. Burns & Co
New York
$599K +$5.57K +204 +1%
DY
272
Dowling & Yahnke
California
$586K -$37.6K -1,376 -6%
NDSI
273
Newman Dignan & Sheerar Inc
Rhode Island
$585K +$2.84K +104 +0.5%
SWP
274
Stratos Wealth Partners
Ohio
$567K +$555K +20,316 New
BBPWM
275
Blue Bell Private Wealth Management
Pennsylvania
$547K -$16.4K -600 -3%