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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Perigon Wealth Management
California
$884K
WQ
602
Wealth Quarterback
New Jersey
$882K +$839K +12,120 New
BCM
603
Brasada Capital Management
Texas
$873K -$23.5K -340 -3%
RC
604
RegentAtlantic Capital
New Jersey
$872K +$164K +2,364 +25%
MPM
605
Meritage Portfolio Management
Kansas
$871K +$1.25K +18 +0.2%
WAG
606
Winthrop Advisory Group
Massachusetts
$867K -$2.45M -35,336 -83%
NAM
607
NorthCoast Asset Management
Connecticut
$867K
TI
608
Truepoint Inc
Ohio
$862K +$69 +1 +0%
MWM
609
McNaughton Wealth Management
California
$862K +$49.3K +712 +6%
SPIA
610
Strategic Point Investment Advisors
Rhode Island
$858K -$45.7K -660 -5%
SQA
611
Simon Quick Advisors
New Jersey
$858K +$121K +1,755 +17%
LL
612
LPWM LLC
Minnesota
$857K +$80.6K +1,165 +11%
LF
613
LifeSteps Financial
California
$856K +$18.5K +267 +2%
CW
614
CreativeOne Wealth
Kansas
$854K +$18.4K +266 +2%
GAM
615
Gemmer Asset Management
California
$854K +$289K +4,172 +55%
IFG
616
Independent Financial Group
California
$852K +$554K +8,002 +216%
FWM
617
Focused Wealth Management
New York
$847K +$69 +1 +0%
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846K
TYCC
619
Texas Yale Capital Corp
Florida
$844K
AA
620
Advisory Alpha
Michigan
$837K -$27.3K -395 -3%
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$832K -$208K -2,998 -21%
CGFA
622
Colton Groome Financial Advisors
North Carolina
$827K -$51.8K -748 -6%
JFG
623
JMG Financial Group
Illinois
$825K -$60.6K -875 -7%
MMHP
624
Murphy Middleton Hinkle & Parker
Georgia
$825K +$554 +8 +0.1%
WB
625
WesBanco Bank
West Virginia
$825K +$531K +7,665 +208%