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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
551
Meridian Wealth Advisors
Texas
$1.61M – – –
HPC
552
HM Payson & Co
Maine
$1.6M -$84.9K -1,200 -5%
BC
553
Bowman & Company
Wisconsin
$1.6M – – –
EK
554
Evensky & Katz
Florida
$1.59M -$55.1K -778 -3%
GT
555
Glenview Trust
Kentucky
$1.58M +$341K +4,820 +26%
JSL
556
JT Stratford LLC
Georgia
$1.58M -$318K -4,495 -16%
SWM
557
SigFig Wealth Management
California
$1.57M +$1.63M +22,980 New
TFGT
558
TS Financial Group (TSFG)
Illinois
$1.57M -$35.3K -499 -2%
BBHC
559
Brown Brothers Harriman & Co
New York
$1.56M +$17K +240 +1%
AA
560
Alesco Advisors
New York
$1.55M – – –
WH
561
Whitcomb & Hess
Ohio
$1.55M -$38.7K -547 -2%
FFM
562
Forum Financial Management
Illinois
$1.54M – – –
AF
563
Alerus Financial
North Dakota
$1.54M – – –
BP
564
Ballentine Partners
Massachusetts
$1.53M – – –
CFS
565
Commonwealth Financial Services
West Virginia
$1.53M +$1.58M +22,296 New
ULWM
566
Upper Left Wealth Management
Florida
$1.49M -$1.81M -25,577 -54%
B
567
Bensler
Washington
$1.48M +$3.19K +45 +0.2%
PFG
568
Pinnacle Financial Group
Illinois
$1.45M – – –
LL
569
LPWM LLC
Minnesota
$1.45M +$324K +4,582 +28%
KV
570
Kickstand Ventures
New York
$1.44M +$1.49M +21,034 New
E
571
ETFidea
New York
$1.44M – – –
FCB
572
First County Bank
Connecticut
$1.43M +$138K +1,951 +10%
KFP
573
KMG Fiduciary Partners
Ohio
$1.43M – – –
LNC
574
Lincoln National Corp
Pennsylvania
$1.42M +$88K +1,244 +6%
MSWMA
575
Market Street Wealth Management Advisors
Indiana
$1.42M +$139K +1,967 +10%