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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
$215K
GIA
527
Guyasuta Investment Advisors
Pennsylvania
$212K
BAM
528
Belpointe Asset Management
Nevada
$208K +$205K +5,816 New
IFA
529
Interactive Financial Advisors
Illinois
$206K -$3.52K -100 -2%
CCM
530
Covington Capital Management
California
$205K +$201K +5,712 New
OC
531
Oarsman Capital
Wisconsin
$202K +$199K +5,636 New
RW
532
Rand Wealth
Maryland
$200K -$14.1K -400 -7%
JGIA
533
Jackson Grant Investment Advisers
Connecticut
$196K +$704 +20 +0.4%
BP
534
Ballentine Partners
Massachusetts
$191K
RBC
535
Roble Belko & Company
Pennsylvania
$190K
AC
536
Alexandria Capital
Virginia
$188K -$34.7K -984 -16%
VCM
537
Vigilant Capital Management
Maine
$188K
LWA
538
Lowe Wealth Advisors
Maryland
$180K
MFT
539
Moisand Fitzgerald Tamayo
Florida
$175K +$172K +4,872 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$172K
CCM
541
Cribstone Capital Management
Maine
$166K -$6.34K -180 -4%
UBS AM
542
UBS AM
Illinois
$162K +$14.7K +416 +10%
IP
543
Intellectus Partners
California
$152K +$36.8K +1,044 +33%
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K
QAM
545
QCI Asset Management
New York
$143K
BWA
546
Burt Wealth Advisors
Maryland
$133K +$131K +3,712 New
PG
547
Patten Group
Tennessee
$124K
JWA
548
JFS Wealth Advisors
Pennsylvania
$122K +$42.3K +1,200 +54%
RWA
549
Ropes Wealth Advisors
Massachusetts
$120K
SIAS
550
Shine Investment Advisory Services
Colorado
$108K +$423 +12 +0.4%