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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
501
Next Capital Management
New York
$769K -$553K -11,700 -39%
Accredited Investors
502
Accredited Investors
Minnesota
$763K -$49.9K -1,056 -5%
WA
503
Wealth Alliance
New York
$759K -$2.21M -46,816 -72%
HCMNY
504
Howard Capital Management (New York)
New York
$757K -$4.73K -100 -0.5%
AA
505
Argent Advisors
Louisiana
$755K +$67K +1,416 +8%
Mercer Global Advisors
506
Mercer Global Advisors
Colorado
$734K -$208K -4,392 -20%
CA
507
Cornerstone Advisory
Maryland
$729K +$204K +4,304 +32%
Benjamin Edwards Inc
508
Benjamin Edwards Inc
Missouri
$725K -$1.32K -28 -0.2%
Personal Capital Advisors
509
Personal Capital Advisors
California
$720K -$94.4K -1,996 -10%
MBT
510
Montecito Bank & Trust
California
$718K – – –
Crestwood Advisors Group
511
Crestwood Advisors Group
Massachusetts
$717K -$282K -5,960 -26%
JFA
512
JNBA Financial Advisors
Minnesota
$717K – – –
F.L. Putnam Investment Management
513
F.L. Putnam Investment Management
Massachusetts
$711K -$136K -2,876 -14%
Chicago Partners Investment Group
514
Chicago Partners Investment Group
Illinois
$711K -$36.3K -768 -5%
WAM
515
Wallington Asset Management
Indiana
$710K – – –
PFBT
516
Parkside Financial Bank & Trust
Missouri
$709K -$19.9K -420 -2%
WCF
517
West Coast Financial
California
$707K -$1.7K -36 -0.2%
FHA
518
Flagship Harbor Advisors
Massachusetts
$702K +$2.46K +52 +0.3%
GMA
519
Goldstein Munger & Associates
California
$693K – – –
Sowell Financial Services
520
Sowell Financial Services
Arkansas
$687K -$1.08M -22,860 -58%
KAH
521
Kathryn A. Hall
$683K – – –
SLWS
522
Swaine & Leidel Wealth Services
Florida
$680K +$102K +2,152 +15%
TFO
523
Tarbox Family Office
California
$679K +$176K +3,720 +29%
Old Mission Capital
524
Old Mission Capital
Illinois
$676K -$3.12M -65,972 -80%
Koshinski Asset Management
525
Koshinski Asset Management
Illinois
$675K +$36.1K +764 +5%