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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wallington Asset Management
Indiana
$892K
CAG
527
Crestwood Advisors Group
Massachusetts
$889K -$11.5K -240 -1%
JFA
528
JNBA Financial Advisors
Minnesota
$888K -$11.5K -240 -1%
GT
529
Glenview Trust
Kentucky
$881K -$1.05M -21,864 -56%
GMA
530
Goldstein Munger & Associates
California
$871K
FHA
531
Flagship Harbor Advisors
Massachusetts
$863K -$17.8K -372 -2%
KAH
532
Kathryn A. Hall
$859K
SLWS
533
Swaine & Leidel Wealth Services
Florida
$856K +$384 +8 +0%
FPGK
534
Financial Partners Group (Kansas)
Kansas
$850K +$767 +16 +0.1%
KWM
535
Kingsview Wealth Management
Oregon
$849K +$160K +3,340 +26%
MGWM
536
Marks Group Wealth Management
Minnesota
$840K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$837K -$50.4K -1,052 -6%
CAM
538
Cozad Asset Management
Illinois
$836K +$773K +16,116 New
RW
539
REDW Wealth
New Mexico
$827K
HCM
540
HMS Capital Management
Tennessee
$820K
Prudential Financial
541
Prudential Financial
New Jersey
$818K -$15K -312 -2%
MA
542
MONECO Advisors
Connecticut
$818K -$8.44K -176 -1%
SC
543
Scotia Capital
Ontario, Canada
$810K +$212K +4,420 +40%
IAIM
544
International Assets Investment Management
Florida
$808K -$9.4K -196 -1%
TIA
545
Tiemann Investment Advisors
California
$798K +$83.8K +1,748 +13%
CPA
546
Capital Planning Advisors
California
$792K
PAS
547
Partnervest Advisory Services
California
$791K -$286K -5,964 -28%
CS
548
Capital Square
Tennessee
$785K
LFG
549
LifePlan Financial Group
Ohio
$780K +$23.4K +488 +3%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$775K -$68.3K -1,424 -9%