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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
401
Summit Financial Wealth Advisors
Louisiana
$230K
BL
402
Balentine LLC
Georgia
$227K +$226K +7,792 New
PGA
403
Portland Global Advisors
Maine
$225K
SS
404
Simplicity Solutions
Minnesota
$225K +$224K +7,712 New
AF
405
Aldebaran Financial
$224K
WT
406
Whittier Trust
California
$215K
CTC
407
Central Trust Company
Missouri
$212K
MM
408
Meridian Management
Arkansas
$210K
PA
409
Pinnacle Associates
New York
$201K +$200K +6,908 New
IFA
410
Interactive Financial Advisors
Illinois
$199K -$8.01K -276 -4%
BP
411
Ballentine Partners
Massachusetts
$179K
DBT
412
Dubuque Bank & Trust
Iowa
$173K -$193K -6,640 -53%
FANJ
413
Financial Architects (New Jersey)
New Jersey
$169K +$33.7K +1,160 +25%
CCM
414
Cribstone Capital Management
Maine
$165K +$164K +5,648 New
RBC
415
Roble Belko & Company
Pennsylvania
$164K
JGIA
416
Jackson Grant Investment Advisers
Connecticut
$157K +$1.28K +44 +0.8%
S
417
SignatureFD
Georgia
$157K +$44.6K +1,536 +40%
LWA
418
Lowe Wealth Advisors
Maryland
$146K
SSB
419
Sandy Spring Bank
Maryland
$144K +$8.13K +280 +6%
DADC
420
D.A. Davidson & Co
Montana
$144K +$16K +552 +13%
LWM
421
LBA Wealth Management
Florida
$139K
QAM
422
QCI Asset Management
New York
$138K
SIG
423
Stanford Investment Group
California
$136K
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K +$135K +4,652 New
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$124K -$15.8K -544 -11%