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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
501
Krilogy Financial
Missouri
$173K
VCM
502
Vigilant Capital Management
Maine
$173K
LWA
503
Lowe Wealth Advisors
Maryland
$165K -$25.7K -800 -14%
TF
504
Tompkins Financial
New York
$160K -$16.9K -528 -10%
CPIG
505
Chicago Partners Investment Group
Illinois
$158K +$128K +4,000 +500%
CCM
506
Cribstone Capital Management
Maine
$157K
QAM
507
QCI Asset Management
New York
$156K
CG
508
Cutler Group
California
$144K +$98.6K +3,072 +231%
Barclays
509
Barclays
United Kingdom
$138K
UBS AM
510
UBS AM
Illinois
$135K -$6.67K -208 -5%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K
PB
512
Pinnacle Bancorp
Nebraska
$118K +$115K +3,576 New
WEC
513
Winslow Evans & Crocker
Massachusetts
$115K +$41.1K +1,280 +58%
PG
514
Patten Group
Tennessee
$114K
RWA
515
Ropes Wealth Advisors
Massachusetts
$110K
TDC
516
Thompson Davis & Co
Virginia
$104K
BAM
517
Barrett Asset Management
New York
$96K -$6.42K -200 -6%
FFW
518
Fusion Family Wealth
New York
$94K -$3.21K -100 -3%
TIM
519
Tortoise Investment Management
New York
$91K
PMFA
520
Plante Moran Financial Advisors
Michigan
$86K
FBT
521
First Bank & Trust
South Dakota
$81K
CTB
522
Country Trust Bank
Illinois
$80K
WIM
523
Westside Investment Management
California
$79.8K +$78K +2,432 New
JWA
524
JFS Wealth Advisors
Pennsylvania
$77K
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
$76K +$74.4K +2,320 New