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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
326
Independent Portfolio Consultants
Florida
$321K +$320K +11,280 New
MCM
327
Murphy Capital Management
New Jersey
$307K +$50.9K +1,792 +20%
MWAN
328
Mariner Wealth Advisors (NYC)
Kansas
$299K +$298K +10,496 New
ABC
329
Associated Banc-Corp
Wisconsin
$292K +$291K +10,264 New
BRWM
330
B. Riley Wealth Management
Tennessee
$289K +$114 +4 +0%
PSI
331
Pinnacle Summer Investments
Virginia
$288K -$31.2K -1,100 -10%
AAM
332
Augustine Asset Management
Florida
$287K
CCM
333
Condor Capital Management
New Jersey
$281K -$21.9K -772 -7%
BOK
334
Bank of Kentucky
Kentucky
$277K -$62.5K -2,200 -18%
AIA
335
Alerus Investment Advisors
Minnesota
$277K
CCA
336
Checchi Capital Advisers
California
$277K
BSW
337
Buckingham Strategic Wealth
Missouri
$277K +$276K +9,716 New
BFG
338
Beacon Financial Group
Texas
$274K
GWM
339
Gupta Wealth Management
California
$273K +$273K +9,600 New
FANJ
340
Financial Architects (New Jersey)
New Jersey
$262K +$108K +3,808 +71%
WSTAM
341
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$5.45K +192 +2%
DWT
342
Dorsey & Whitney Trust
South Dakota
$255K
FPIS
343
Financial Planning & Information Services
Wisconsin
$255K
AC
344
Alexandria Capital
Virginia
$255K +$114 +4 +0%
HCM
345
Hollencrest Capital Management
California
$254K
HCM
346
Harvey Capital Management
Florida
$250K
SWM
347
SVA Wealth Management
Wisconsin
$243K
OC
348
Oarsman Capital
Wisconsin
$235K
CTA
349
Chesley Taft & Associates
Illinois
$231K +$230K +8,100 New
PL
350
Parthenon LLC
Kentucky
$230K +$229K +8,080 New