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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
PFG Advisors
Arizona
$1.15M -$60K -1,060 -5%
BFO
502
Boston Family Office
Massachusetts
$1.14M -$75.2K -1,328 -6%
Old Mission Capital
503
Old Mission Capital
Illinois
$1.14M +$1.12M +19,712 New
FWM
504
Frontier Wealth Management
Missouri
$1.13M -$6.34K -112 -0.6%
CCT
505
Capital City Trust
Florida
$1.13M – – –
First National Trust
506
First National Trust
Pennsylvania
$1.13M -$8.15K -144 -0.7%
IIC
507
Integrated Investment Consultants
Michigan
$1.13M -$145K -2,560 -12%
Azimuth Capital Management
508
Azimuth Capital Management
Michigan
$1.12M +$2.94K +52 +0.3%
SKK
509
Shepherd Kaplan Krochuk
Massachusetts
$1.11M – – –
NEPWA
510
New England Private Wealth Advisors
Massachusetts
$1.1M +$906 +16 +0.1%
Credit Suisse
511
Credit Suisse
Switzerland
$1.09M – – –
HCMNY
512
Howard Capital Management (New York)
New York
$1.06M – – –
DY
513
Dowling & Yahnke
California
$1.03M -$6.79K -120 -0.7%
SAM
514
Sequent Asset Management
Texas
$1.02M – – –
SWM
515
SeaCrest Wealth Management
New York
$1.01M -$22.2K -392 -2%
MBT
516
Montecito Bank & Trust
California
$1M – – –
WA
517
WESPAC Advisors
California
$1M -$172K -3,032 -15%
PCS
518
Personal CFO Solutions
New Jersey
$1M -$105K -1,860 -8%
FHA
519
Flagship Harbor Advisors
Massachusetts
$998K +$36.2K +640 +4%
WAM
520
Wallington Asset Management
Indiana
$994K – – –
TFO
521
Tarbox Family Office
California
$993K -$22.6K -400 -2%
Kingsview Wealth Management
522
Kingsview Wealth Management
Oregon
$993K +$46.4K +820 +5%
MA
523
MONECO Advisors
Connecticut
$992K +$79K +1,396 +9%
JFA
524
JNBA Financial Advisors
Minnesota
$989K – – –
GMA
525
Goldstein Munger & Associates
California
$971K – – –