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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
526
Crestwood Advisors Group
Massachusetts
$968K -$20.8K -368 -2%
GT
527
Glenview Trust
Kentucky
$962K -$19K -336 -2%
MWM
528
Meridian Wealth Management
Kentucky
$960K +$940K +16,616 New
KAH
529
Kathryn A. Hall
$956K – – –
AA
530
Advisory Alpha
Michigan
$954K -$17.9K -316 -2%
FPGK
531
Financial Partners Group (Kansas)
Kansas
$947K +$1.13K +20 +0.1%
Prudential Financial
532
Prudential Financial
New Jersey
$947K +$35.5K +628 +4%
MGWM
533
Marks Group Wealth Management
Minnesota
$935K – – –
CAM
534
Cozad Asset Management
Illinois
$931K – – –
RW
535
REDW Wealth
New Mexico
$922K – – –
SC
536
Scotia Capital
Ontario, Canada
$919K +$18.3K +324 +2%
HCM
537
HMS Capital Management
Tennessee
$913K – – –
LWAC
538
Laurel Wealth Advisors (California)
California
$898K +$129K +2,280 +17%
EWF
539
Epstein & White Financial
California
$896K -$169K -2,992 -16%
CPA
540
Capital Planning Advisors
California
$882K – – –
CS
541
Capital Square
Tennessee
$874K – – –
TIA
542
Tiemann Investment Advisors
California
$861K -$27.2K -480 -3%
HR
543
Hardy Reed
Mississippi
$855K +$838K +14,808 New
PP
544
Prudential plc
United Kingdom
$849K -$475K -8,400 -13%
MWM
545
Mission Wealth Management
California
$849K +$30.6K +540 +4%
CWM
546
Cornerstone Wealth Management
Missouri
$848K -$11.5K -204 -1%
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$847K -$60.2K -1,064 -7%
SCM
548
SOL Capital Management
Maryland
$846K -$9.06K -160 -1%
IAIM
549
International Assets Investment Management
Florida
$837K -$61.8K -1,092 -7%
PCM
550
Prelude Capital Management
New York
$836K +$819K +14,464 New