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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
Tompkins Financial
New York
$827K
FPFS
452
First Personal Financial Services
North Carolina
$820K +$24.1K +588 +3%
AI
453
Accredited Investors
Minnesota
$818K +$4.42K +108 +0.6%
IIC
454
Integrated Investment Consultants
Michigan
$816K +$983 +24 +0.1%
NEPWA
455
New England Private Wealth Advisors
Massachusetts
$816K +$1.97K +48 +0.3%
HCMNY
456
Howard Capital Management (New York)
New York
$812K -$12.3K -300 -2%
NFG
457
NewFocus Financial Group
Washington
$810K +$49.3K +1,204 +7%
FWM
458
Frontier Wealth Management
Missouri
$801K -$92.3K -2,252 -11%
MA
459
MONECO Advisors
Connecticut
$796K +$2.95K +72 +0.4%
BP
460
Ballentine Partners
Massachusetts
$791K -$3.93K -96 -0.5%
HCP
461
Holt Capital Partners
Texas
$787K
WCF
462
West Coast Financial
California
$775K +$507K +12,376 +221%
BOPW
463
Brandywine Oak Private Wealth
Pennsylvania
$766K +$3.6K +88 +0.5%
KPCM
464
Kings Point Capital Management
New York
$759K
KIG
465
Kessler Investment Group
Indiana
$757K -$17.7K -432 -2%
CFGS
466
Concourse Financial Group Securities
Alabama
$754K -$18.8K -460 -3%
HCC
467
Hirtle Callaghan & Co
Pennsylvania
$752K
JFA
468
JNBA Financial Advisors
Minnesota
$748K -$43.9K -1,072 -6%
DAS
469
Dynamic Advisor Solutions
Arizona
$741K -$99.2K -2,420 -12%
WAM
470
Wallington Asset Management
Indiana
$741K
SWA
471
SFMG Wealth Advisors
Texas
$732K
SWM
472
SeaCrest Wealth Management
New York
$730K +$11K +268 +2%
GMA
473
Goldstein Munger & Associates
California
$724K
BOTW
474
Bank of the West
California
$713K +$27.4K +668 +4%
OWD
475
Osborn Williams & Donohoe
Ohio
$712K +$11.1K +272 +2%