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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
601
Aurora Private Wealth
New Jersey
$896K +$341K +4,928 +67%
PWM
602
Perigon Wealth Management
California
$884K – – –
WQ
603
Wealth Quarterback
New Jersey
$882K +$839K +12,120 New
BCM
604
Brasada Capital Management
Texas
$873K -$23.5K -340 -3%
RC
605
RegentAtlantic Capital
New Jersey
$872K +$164K +2,364 +25%
MPM
606
Meritage Portfolio Management
Kansas
$871K +$1.25K +18 +0.2%
WAG
607
Winthrop Advisory Group
Massachusetts
$867K -$2.45M -35,336 -83%
NAM
608
NorthCoast Asset Management
Connecticut
$867K – – –
TI
609
Truepoint Inc
Ohio
$862K +$69 +1 +0%
MWM
610
McNaughton Wealth Management
California
$862K +$49.3K +712 +6%
SPIA
611
Strategic Point Investment Advisors
Rhode Island
$858K -$45.7K -660 -5%
SQA
612
Simon Quick Advisors
New Jersey
$858K +$121K +1,755 +17%
LL
613
LPWM LLC
Minnesota
$857K +$80.6K +1,165 +11%
LF
614
LifeSteps Financial
California
$856K +$18.5K +267 +2%
CW
615
CreativeOne Wealth
Kansas
$854K +$18.4K +266 +2%
GAM
616
Gemmer Asset Management
California
$854K +$289K +4,172 +55%
IFG
617
Independent Financial Group
California
$852K +$554K +8,002 +216%
FWM
618
Focused Wealth Management
New York
$847K +$69 +1 +0%
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846K – – –
TYCC
620
Texas Yale Capital Corp
Florida
$844K – – –
AA
621
Advisory Alpha
Michigan
$837K -$27.3K -395 -3%
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
$832K -$208K -2,998 -21%
CGFA
623
Colton Groome Financial Advisors
North Carolina
$827K -$51.8K -748 -6%
JFG
624
JMG Financial Group
Illinois
$825K -$60.6K -875 -7%
MMHP
625
Murphy Middleton Hinkle & Parker
Georgia
$825K +$554 +8 +0.1%