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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wallington Asset Management
Indiana
$657K
VFA
402
Valeo Financial Advisors
Indiana
$656K +$38.9K +1,040 +6%
OWD
403
Osborn Williams & Donohoe
Ohio
$650K +$12K +320 +2%
BWA
404
BDO Wealth Advisors
Florida
$650K +$398K +10,648 +167%
JWBC
405
J.W. Burns & Co
New York
$649K -$18.7K -500 -3%
RW
406
REDW Wealth
New Mexico
$649K -$15.1K -404 -2%
SWA
407
SFMG Wealth Advisors
Texas
$649K
BSW
408
Buckingham Strategic Wealth
Missouri
$649K +$228K +6,100 +56%
GMA
409
Goldstein Munger & Associates
California
$642K
CMP
410
Courage Miller Partners
Virginia
$638K -$51.6K -1,380 -8%
Brown Advisory
411
Brown Advisory
Maryland
$637K -$87.9K -2,352 -12%
SWM
412
SeaCrest Wealth Management
New York
$635K +$621K +16,616 New
VF
413
Virtu Financial
New York
$633K -$506K -13,532 -45%
PFM
414
Parsec Financial Management
North Carolina
$632K -$224K -6,008 -27%
DY
415
Dowling & Yahnke
California
$619K
PFA
416
Pathway Financial Advisors
Vermont
$616K +$603K +16,132 New
Lazard Asset Management
417
Lazard Asset Management
New York
$615K
CIM
418
Confluence Investment Management
Missouri
$604K +$15.4K +412 +3%
NCM
419
Neumann Capital Management
California
$603K
IB
420
Intrust Bank
Kansas
$602K
NFG
421
NewFocus Financial Group
Washington
$599K +$74.6K +1,996 +15%
CCT
422
Capital City Trust
Florida
$597K
EP
423
Edgestream Partners
New Jersey
$595K -$1.94K -52 -0.3%
OC
424
Oakworth Capital
Alabama
$595K
FMBTD
425
First Midwest Bank Trust Division
Illinois
$593K +$11.2K +300 +2%