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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
526
Tocqueville Asset Management
New York
$205K -$72K -2,124 -26%
IWA
527
IBEX Wealth Advisors
New Jersey
$205K +$203K +5,980 New
RW
528
Rand Wealth
Maryland
$205K +$203K +5,988 New
WEC
529
Winslow Evans & Crocker
Massachusetts
$204K +$84.6K +2,496 +71%
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$203K +$201K +5,920 New
IFA
531
Interactive Financial Advisors
Illinois
$200K -$5.42K -160 -3%
KF
532
Krilogy Financial
Missouri
$189K -$5.96K -176 -3%
BP
533
Ballentine Partners
Massachusetts
$188K -$131K -3,856 -42%
JGIA
534
Jackson Grant Investment Advisers
Connecticut
$187K +$542 +16 +0.3%
FCB
535
First Command Bank
Texas
$184K -$6.78K -200 -4%
FCFS
536
First Command Financial Services
Texas
$184K -$6.78K -200 -4%
RBC
537
Roble Belko & Company
Pennsylvania
$181K
VCM
538
Vigilant Capital Management
Maine
$180K
SG Americas Securities
539
SG Americas Securities
New York
$175K -$69K -2,036 -28%
JA
540
JOYN Advisors
Georgia
$171K
LWA
541
Lowe Wealth Advisors
Maryland
$171K
TF
542
Tompkins Financial
New York
$166K
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$164K +$163K +4,800 New
CCM
544
Cribstone Capital Management
Maine
$164K
OIA
545
OneDigital Investment Advisors
Kansas
$149K +$148K +4,360 New
UBS AM
546
UBS AM
Illinois
$140K
QAM
547
QCI Asset Management
New York
$137K -$24.9K -736 -16%
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
PG
549
Patten Group
Tennessee
$122K
RWA
550
Ropes Wealth Advisors
Massachusetts
$114K