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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
401
Keel Point
Alabama
$878K +$852K +19,824 New
BFO
402
Boston Family Office
Massachusetts
$874K
TF
403
Tompkins Financial
New York
$858K -$14.6K -340 -2%
AFNAS
404
American Financial Network Advisory Services
California
$856K +$824K +19,172 +19,971%
AI
405
Accredited Investors
Minnesota
$849K
BEC
406
Blue Edge Capital
Virginia
$842K +$472K +10,980 +137%
Deutsche Bank
407
Deutsche Bank
Germany
$835K -$45.2K -1,052 -5%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$830K -$164K -3,824 -17%
PAS
409
Partnervest Advisory Services
California
$827K +$101K +2,344 +14%
CAM
410
Concorde Asset Management
Michigan
$818K +$144K +3,344 +22%
FCI
411
Financial Counselors Inc
Kansas
$811K +$25.8K +600 +3%
KIG
412
Kessler Investment Group
Indiana
$809K -$46.4K -1,080 -6%
HCP
413
Holt Capital Partners
Texas
$809K -$10.3K -240 -1%
ATFA
414
All Terrain Financial Advisors
Minnesota
$796K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$783K +$150K +3,484 +25%
KPCM
416
Kings Point Capital Management
New York
$780K
HCM
417
Hollencrest Capital Management
California
$780K +$384K +8,940 +100%
MBT
418
Montecito Bank & Trust
California
$770K
WAM
419
Wallington Asset Management
Indiana
$762K
SWM
420
SeaCrest Wealth Management
New York
$747K +$10.1K +236 +1%
GMA
421
Goldstein Munger & Associates
California
$744K
RC
422
RegentAtlantic Capital
New Jersey
$743K +$268K +6,228 +59%
MWM
423
Mission Wealth Management
California
$725K
RW
424
REDW Wealth
New Mexico
$722K +$15.3K +356 +2%
FWM
425
Focused Wealth Management
New York
$722K +$28.2K +656 +4%