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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Brave Asset Management
New Jersey
$60K – – –
EK
377
Evensky & Katz
Florida
$53K -$3.92M -143,640 -99%
LWM
378
LBA Wealth Management
Florida
$52K – – –
CFA
379
Carroll Financial Associates
North Carolina
$49K -$8.74K -320 -16%
JWA
380
JFS Wealth Advisors
Pennsylvania
$48K – – –
JIC
381
Joel Isaacson & Co
New York
$41K – – –
BKA
382
Brick & Kyle Associates
Pennsylvania
$41K +$40.3K +1,476 New
WA
383
Waverly Advisors
Alabama
$35K +$109 +4 +0.3%
RMAM
384
Raab & Moskowitz Asset Management
New Jersey
$34K +$33.4K +1,224 New
RFS
385
Rockefeller Financial Services
New York
$33K – – –
UFA
386
US Financial Advisors
Massachusetts
$32K +$31.1K +1,140 New
QAM
387
QCI Asset Management
New York
$22K +$21.3K +780 New
CFN
388
Cordasco Financial Network
Florida
$21K – – –
MAM
389
Meeder Asset Management
Ohio
$20K – – –
Bessemer Group
390
Bessemer Group
New Jersey
$18K +$17.7K +648 New
First Manhattan
391
First Manhattan
New York
$17K – – –
KPCM
392
Kings Point Capital Management
New York
$17K – – –
GC
393
Guggenheim Capital
Illinois
$16K -$727K -26,612 -98%
CFG
394
CKW Financial Group
Hawaii
$15K – – –
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$14K +$13.6K +496 New
TIM
396
Tortoise Investment Management
New York
$13K – – –
CHP
397
Cable Hill Partners
Oregon
$13K +$13K +476 New
CIM
398
Contravisory Investment Management
Massachusetts
$11K – – –
EMA
399
Efficient Market Advisors
California
$11K – – –
SEI Investments
400
SEI Investments
Pennsylvania
$10K +$8.85K +324 New