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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
551
Heritage Trust
Oklahoma
$576K +$87.9K +1,944 +18%
TFO
552
Tarbox Family Office
California
$574K – – –
AWA
553
Arete Wealth Advisors
Illinois
$567K +$29.3K +648 +5%
VR
554
Viridian RIA
Washington
$566K +$8.69K +192 +2%
TIA
555
Tiemann Investment Advisors
California
$565K -$1.09K -24 -0.2%
BCA
556
Berman Capital Advisors
Georgia
$565K – – –
VHAM
557
Van Hulzen Asset Management
California
$564K – – –
MWA
558
Martel Wealth Advisors
Washington
$559K -$53K -1,172 -9%
FWM
559
Focused Wealth Management
New York
$558K -$10.3K -228 -2%
CCM
560
Condor Capital Management
New Jersey
$557K +$12.1K +268 +2%
TFGT
561
TS Financial Group (TSFG)
Illinois
$551K -$8.32K -184 -1%
Lazard Asset Management
562
Lazard Asset Management
New York
$547K – – –
EIA
563
Eldridge Investment Advisors
New Hampshire
$542K -$181 -4 -0%
BFM
564
Boston Financial Management
Massachusetts
$539K -$24.8K -548 -4%
ESB
565
Essex Savings Bank
Connecticut
$529K – – –
SSW
566
Smith Shellnut Wilson
Mississippi
$529K – – –
FNT
567
First Nebraska Trust
Nebraska
$526K – – –
MSAM
568
Moloney Securities Asset Management
Missouri
$525K -$34K -752 -6%
TYCC
569
Texas Yale Capital Corp
Florida
$522K – – –
FWCM
570
Ferguson Wellman Capital Management
Oregon
$521K +$53.9K +1,192 +11%
PA
571
Pinnacle Associates
New York
$518K – – –
LWANC
572
Laurel Wealth Advisors (North Carolina)
North Carolina
$516K -$113K -2,500 -18%
FIM
573
Fernwood Investment Management
Massachusetts
$514K – – –
SIC
574
Sigma Investment Counselors
Michigan
$513K -$33.8K -748 -6%
QCG
575
Quadrant Capital Group
Ohio
$512K – – –