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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
401
Aris Wealth Services
Pennsylvania
$20K
IWMPD
402
Integrated Wealth Management (Palm Desert)
California
$20K
MAM
403
Meeder Asset Management
Ohio
$19K
KF
404
Krilogy Financial
Missouri
$18K +$19.4K +684 New
KPCM
405
Kings Point Capital Management
New York
$16K
CFG
406
CKW Financial Group
Hawaii
$14K
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$13K
SFPM
408
Sensible Financial Planning & Management
Massachusetts
$13K
TC
409
Trust Company
Kansas
$12K
EDRH
410
Edmond de Rothschild Holding
Switzerland
$11K
EMA
411
Efficient Market Advisors
California
$11K
TCOV
412
Trust Company of Vermont
Vermont
$10K
CCS
413
Crosspoint Capital Strategies
California
$10K +$10.8K +380 New
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$10K +$11K +388 New
First Manhattan
415
First Manhattan
New York
$8K
CWM
416
Catamount Wealth Management
Connecticut
$6K
GI
417
Gradient Investments
Minnesota
$6K +$6.37K +224 New
RPG
418
Risk Paradigm Group
Texas
$5.61K -$2.46M -86,436 -100%
W
419
Wealthfront
California
$5K -$2.5K -88 -32%
BCMIO
420
Beacon Capital Management Inc (Ohio)
Ohio
$5K
CB
421
Community Bank
New York
$5K
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$5K
KCPG
423
Kavar Capital Partners Group
Kansas
$4K
MA
424
MCF Advisors
Kentucky
$3K
HDIM
425
Hanson & Doremus Investment Management
Vermont
$3K +$3.64K +128 New