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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
SFMG Wealth Advisors
Texas
$631K +$116 +4 +0%
RCM
302
RNC Capital Management
California
$620K +$622K +21,400 New
CW
303
Cobiz Wealth
Colorado
$618K +$30.7K +1,056 +5%
BA
304
Boston Advisors
Massachusetts
$617K +$619K +21,300 New
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$610K -$465 -16 -0.1%
SHGA
306
Sand Hill Global Advisors
California
$600K
QCG
307
Quadrant Capital Group
Ohio
$592K -$26.2K -900 -4%
WAM
308
Wolverine Asset Management
Illinois
$592K +$595K +20,468 New
PAS
309
Partnervest Advisory Services
California
$586K +$151K +5,188 +34%
IB
310
Intrust Bank
Kansas
$585K -$7.79K -268 -1%
BOTW
311
Bank of the West
California
$583K -$60.5K -2,080 -9%
ICAS
312
Investors Capital Advisory Services
Massachusetts
$578K +$22.3K +768 +4%
HCP
313
Holt Capital Partners
Texas
$575K -$29.1K -1,000 -5%
OWD
314
Osborn Williams & Donohoe
Ohio
$574K -$130K -4,480 -18%
DY
315
Dowling & Yahnke
California
$573K -$64.5K -2,220 -10%
JWBC
316
J.W. Burns & Co
New York
$572K -$8.72K -300 -1%
TWM
317
Torch Wealth Management
Ohio
$571K
IIC
318
Integrated Investment Consultants
Michigan
$561K +$600K +20,644 New
PVWM
319
Point View Wealth Management
New Jersey
$554K +$556K +19,132 New
OCG
320
Opus Capital Group
Ohio
$551K
ASN
321
Advisory Services Network
Georgia
$550K +$165K +5,664 +42%
WA
322
Wealth Architects
California
$545K +$52.3K +1,800 +11%
AI
323
Accredited Investors
Minnesota
$538K
MBT
324
Montecito Bank & Trust
California
$532K +$54.4K +1,872 +11%
AllianceBernstein
325
AllianceBernstein
Tennessee
$518K -$44.2K -1,520 -8%